See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,093 | $135,635-50.5% | $110,238-39.1% | $135,375-50.4% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -4.84% | 513.19%-518.0pp | 314.74%-319.6pp | 519.73%-524.6pp |
| Employer contribution / active EE | $3,803 | $4,906-22.5% | $3,826-0.6% | $4,779-20.4% |
| Participant deferral / active EE | $3,932 | $5,506-28.6% | $4,672-15.8% | $5,609-29.9% |
| Admin fee / account holder | $427 | $11,457-96.3% | $8,547-95.0% | $10,827-96.1% |