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 | $77,009 | $135,635-43.2% | $110,238-30.1% | $135,375-43.1% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | -5.96% | 513.19%-519.1pp | 314.74%-320.7pp | 519.73%-525.7pp |
| Employer contribution / active EE | $4,001 | $4,906-18.5% | $3,826+4.5% | $4,779-16.3% |
| Participant deferral / active EE | $7,400 | $5,506+34.4% | $4,672+58.4% | $5,609+31.9% |
| Admin fee / account holder | $1,959 | $11,457-82.9% | $8,547-77.1% | $10,827-81.9% |