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 | $111,674 | $190,805-41.5% | $159,960-30.2% | $134,475-17.0% |
| Participation rate | 91.3% | 81.9%+9.4pp | 78.0%+13.4pp | 81.2%+10.1pp |
| Annual return | -15.13% | 552.23%-567.4pp | 408.60%-423.7pp | 417.96%-433.1pp |
| Employer contribution / active EE | $7,011 | $4,995+40.4% | $4,226+65.9% | $4,740+47.9% |
| Participant deferral / active EE | $6,777 | $6,923-2.1% | $6,182+9.6% | $6,400+5.9% |
| Admin fee / account holder | $1,091 | $10,471-89.6% | $8,698-87.5% | $11,426-90.5% |