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 | $67,156 | $180,449-62.8% | $154,107-56.4% | $135,375-50.4% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -6.29% | 888.09%-894.4pp | 735.12%-741.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $10,302 | $6,035+70.7% | $5,298+94.5% | $4,779+115.6% |
| Participant deferral / active EE | $5,102 | $5,806-12.1% | $5,081+0.4% | $5,609-9.0% |
| Admin fee / account holder | $1,684 | $16,143-89.6% | $13,411-87.4% | $10,827-84.4% |