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 | $97,613 | $160,055-39.0% | $140,016-30.3% | $135,375-27.9% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | -6.32% | 911.38%-917.7pp | 651.12%-657.4pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,536 | $6,420-60.5% | $5,606-54.8% | $4,779-46.9% |
| Participant deferral / active EE | $9,964 | $7,642+30.4% | $6,927+43.8% | $5,609+77.6% |
| Admin fee / account holder | $18,587 | $13,328+39.5% | $10,705+73.6% | $10,827+71.7% |