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 | $165,937 | $190,805-13.0% | $159,960+3.7% | $134,475+23.4% |
| Participation rate | 90.9% | 81.9%+9.0pp | 78.0%+13.0pp | 81.2%+9.7pp |
| Annual return | -17.26% | 552.23%-569.5pp | 408.60%-425.9pp | 417.96%-435.2pp |
| Employer contribution / active EE | $3,172 | $4,995-36.5% | $4,226-24.9% | $4,740-33.1% |
| Participant deferral / active EE | $4,018 | $6,923-42.0% | $6,182-35.0% | $6,400-37.2% |
| Admin fee / account holder | $4,681 | $10,471-55.3% | $8,698-46.2% | $11,426-59.0% |