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 | $44,649 | $180,449-75.3% | $154,107-71.0% | $135,375-67.0% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -5.77% | 888.09%-893.9pp | 735.12%-740.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $3,624 | $6,035-39.9% | $5,298-31.6% | $4,779-24.2% |
| Participant deferral / active EE | $6,863 | $5,806+18.2% | $5,081+35.1% | $5,609+22.4% |
| Admin fee / account holder | $19,683 | $16,143+21.9% | $13,411+46.8% | $10,827+81.8% |