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 | $125,965 | $190,805-34.0% | $159,960-21.3% | $134,475-6.3% |
| Participation rate | 91.7% | 81.9%+9.7pp | 78.0%+13.7pp | 81.2%+10.4pp |
| Annual return | -17.06% | 552.23%-569.3pp | 408.60%-425.7pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,852 | $4,995-42.9% | $4,226-32.5% | $4,740-39.8% |
| Participant deferral / active EE | $7,269 | $6,923+5.0% | $6,182+17.6% | $6,400+13.6% |
| Admin fee / account holder | $641 | $10,471-93.9% | $8,698-92.6% | $11,426-94.4% |