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 | $97,878 | $97,757+0.1% | $83,848+16.7% | $135,375-27.7% |
| Participation rate | 76.5% | 80.0%-3.5pp | 76.1%+0.3pp | 82.6%-6.2pp |
| Annual return | -1.23% | 1287.37%-1288.6pp | 850.88%-852.1pp | 519.73%-521.0pp |
| Employer contribution / active EE | $3,440 | $4,222-18.5% | $3,631-5.3% | $4,779-28.0% |
| Participant deferral / active EE | $7,447 | $4,682+59.1% | $4,082+82.5% | $5,609+32.8% |
| Admin fee / account holder | $5,354 | $6,674-19.8% | $5,478-2.3% | $10,827-50.5% |