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 8-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 | $97,326 | $95,971+1.4% | $74,550+30.6% | $135,375-28.1% |
| Participation rate | 77.8% | 75.7%+2.1pp | 69.1%+8.6pp | 82.6%-4.9pp |
| Annual return | -6.97% | 56.96%-63.9pp | 32.53%-39.5pp | 519.73%-526.7pp |
| Employer contribution / active EE | $761 | $2,716-72.0% | $1,961-61.2% | $4,779-84.1% |
| Participant deferral / active EE | $8,224 | $3,843+114.0% | $3,108+164.6% | $5,609+46.6% |
| Admin fee / account holder | $7,460 | $6,522+14.4% | $5,060+47.5% | $10,827-31.1% |