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 5-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 | $127,335 | $190,805-33.3% | $159,960-20.4% | $134,475-5.3% |
| Participation rate | 93.8% | 81.9%+11.8pp | 78.0%+15.8pp | 81.2%+12.5pp |
| Annual return | -18.52% | 552.23%-570.8pp | 408.60%-427.1pp | 417.96%-436.5pp |
| Employer contribution / active EE | $5,100 | $4,995+2.1% | $4,226+20.7% | $4,740+7.6% |
| Participant deferral / active EE | $2,821 | $6,923-59.2% | $6,182-54.4% | $6,400-55.9% |
| Admin fee / account holder | $1,606 | $10,471-84.7% | $8,698-81.5% | $11,426-85.9% |