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 7-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 | $38,499 | $138,044-72.1% | $125,339-69.3% | $134,475-71.4% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -13.33% | 750.33%-763.7pp | 572.05%-585.4pp | 417.96%-431.3pp |
| Employer contribution / active EE | $3,774 | $5,243-28.0% | $4,814-21.6% | $4,740-20.4% |
| Participant deferral / active EE | $11,627 | $7,799+49.1% | $7,446+56.1% | $6,400+81.7% |
| Admin fee / account holder | $6,955 | $11,571-39.9% | $10,010-30.5% | $11,426-39.1% |