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 | $159,214 | $190,805-16.6% | $159,960-0.5% | $134,475+18.4% |
| Participation rate | 91.7% | 81.9%+9.7pp | 78.0%+13.7pp | 81.2%+10.4pp |
| Annual return | -18.30% | 552.23%-570.5pp | 408.60%-426.9pp | 417.96%-436.3pp |
| Employer contribution / active EE | $3,499 | $4,995-29.9% | $4,226-17.2% | $4,740-26.2% |
| Participant deferral / active EE | $7,671 | $6,923+10.8% | $6,182+24.1% | $6,400+19.9% |
| Admin fee / account holder | $1,785 | $10,471-83.0% | $8,698-79.5% | $11,426-84.4% |