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 | $74,282 | $90,600-18.0% | $79,464-6.5% | $135,375-45.1% |
| Participation rate | 94.4% | 76.0%+18.4pp | 73.3%+21.1pp | 82.6%+11.8pp |
| Annual return | -7.41% | 977.43%-984.8pp | 718.14%-725.6pp | 519.73%-527.1pp |
| Employer contribution / active EE | $2,183 | $3,068-28.9% | $2,800-22.1% | $4,779-54.3% |
| Participant deferral / active EE | $6,756 | $4,050+66.8% | $3,704+82.4% | $5,609+20.5% |
| Admin fee / account holder | $5,592 | $5,907-5.3% | $5,113+9.4% | $10,827-48.4% |