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 | $108,009 | $135,635-20.4% | $110,238-2.0% | $135,375-20.2% |
| Participation rate | 95.5% | 83.5%+12.0pp | 79.8%+15.6pp | 82.6%+12.8pp |
| Annual return | -5.77% | 513.19%-519.0pp | 314.74%-320.5pp | 519.73%-525.5pp |
| Employer contribution / active EE | $5,791 | $4,906+18.0% | $3,826+51.3% | $4,779+21.2% |
| Participant deferral / active EE | $3,321 | $5,506-39.7% | $4,672-28.9% | $5,609-40.8% |
| Admin fee / account holder | $6,449 | $11,457-43.7% | $8,547-24.6% | $10,827-40.4% |