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 | $49,412 | $138,065-64.2% | $123,544-60.0% | $135,375-63.5% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -4.94% | 153.68%-158.6pp | 119.20%-124.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $6,944 | $5,151+34.8% | $4,628+50.1% | $4,779+45.3% |
| Participant deferral / active EE | $19,205 | $6,799+182.5% | $6,426+198.9% | $5,609+242.4% |
| Admin fee / account holder | $19,278 | $10,916+76.6% | $9,284+107.7% | $10,827+78.1% |