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 | $178,345 | $190,805-6.5% | $159,960+11.5% | $134,475+32.6% |
| Participation rate | 87.5% | 81.9%+5.6pp | 78.0%+9.5pp | 81.2%+6.3pp |
| Annual return | -14.28% | 552.23%-566.5pp | 408.60%-422.9pp | 417.96%-432.2pp |
| Employer contribution / active EE | $3,599 | $4,995-28.0% | $4,226-14.8% | $4,740-24.1% |
| Participant deferral / active EE | $4,196 | $6,923-39.4% | $6,182-32.1% | $6,400-34.4% |
| Admin fee / account holder | $6,093 | $10,471-41.8% | $8,698-29.9% | $11,426-46.7% |