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 | $124,246 | $190,805-34.9% | $159,960-22.3% | $134,475-7.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -3.98% | 552.23%-556.2pp | 408.60%-412.6pp | 417.96%-421.9pp |
| Employer contribution / active EE | $1,223 | $4,995-75.5% | $4,226-71.1% | $4,740-74.2% |
| Participant deferral / active EE | $3,856 | $6,923-44.3% | $6,182-37.6% | $6,400-39.7% |
| Admin fee / account holder | $3,509 | $10,471-66.5% | $8,698-59.7% | $11,426-69.3% |