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 | $99,194 | $180,449-45.0% | $154,107-35.6% | $135,375-26.7% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -6.34% | 888.09%-894.4pp | 735.12%-741.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $7,148 | $6,035+18.4% | $5,298+34.9% | $4,779+49.6% |
| Participant deferral / active EE | $3,859 | $5,806-33.5% | $5,081-24.0% | $5,609-31.2% |
| Admin fee / account holder | $10,471 | $16,143-35.1% | $13,411-21.9% | $10,827-3.3% |