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 | $94,126 | $95,971-1.9% | $74,550+26.3% | $135,375-30.5% |
| Participation rate | 92.9% | 75.7%+17.2pp | 69.1%+23.7pp | 82.6%+10.2pp |
| Annual return | -7.43% | 56.96%-64.4pp | 32.53%-40.0pp | 519.73%-527.2pp |
| Employer contribution / active EE | $8,285 | $2,716+205.0% | $1,961+322.5% | $4,779+73.4% |
| Participant deferral / active EE | $3,693 | $3,843-3.9% | $3,108+18.8% | $5,609-34.2% |
| Admin fee / account holder | $992 | $6,522-84.8% | $5,060-80.4% | $10,827-90.8% |