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 | $92,516 | $135,635-31.8% | $110,238-16.1% | $135,375-31.7% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.8%+9.1pp | 82.6%+6.2pp |
| Annual return | -7.68% | 513.19%-520.9pp | 314.74%-322.4pp | 519.73%-527.4pp |
| Employer contribution / active EE | $3,077 | $4,906-37.3% | $3,826-19.6% | $4,779-35.6% |
| Participant deferral / active EE | $4,467 | $5,506-18.9% | $4,672-4.4% | $5,609-20.4% |
| Admin fee / account holder | $928 | $11,457-91.9% | $8,547-89.1% | $10,827-91.4% |