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 | $51,064 | $180,449-71.7% | $154,107-66.9% | $135,375-62.3% |
| Participation rate | 86.7% | 87.4%-0.8pp | 83.0%+3.6pp | 82.6%+4.0pp |
| Annual return | -6.37% | 888.09%-894.5pp | 735.12%-741.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $5,713 | $6,035-5.3% | $5,298+7.8% | $4,779+19.6% |
| Participant deferral / active EE | $7,370 | $5,806+26.9% | $5,081+45.1% | $5,609+31.4% |
| Admin fee / account holder | $530 | $16,143-96.7% | $13,411-96.0% | $10,827-95.1% |