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 9-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 | $51,574 | $135,635-62.0% | $110,238-53.2% | $135,375-61.9% |
| Participation rate | 92.9% | 83.5%+9.4pp | 79.8%+13.0pp | 82.6%+10.2pp |
| Annual return | -8.18% | 513.19%-521.4pp | 314.74%-322.9pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,590 | $4,906-47.2% | $3,826-32.3% | $4,779-45.8% |
| Participant deferral / active EE | $5,638 | $5,506+2.4% | $4,672+20.7% | $5,609+0.5% |
| Admin fee / account holder | $5,231 | $11,457-54.3% | $8,547-38.8% | $10,827-51.7% |