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 | $61,031 | $92,703-34.2% | $82,719-26.2% | $134,475-54.6% |
| Participation rate | 92.3% | 75.2%+17.1pp | 72.6%+19.8pp | 81.2%+11.1pp |
| Annual return | -15.02% | 944.92%-959.9pp | 701.18%-716.2pp | 417.96%-433.0pp |
| Employer contribution / active EE | $3,410 | $3,274+4.2% | $3,009+13.3% | $4,740-28.1% |
| Participant deferral / active EE | $6,385 | $4,802+33.0% | $4,395+45.3% | $6,400-0.2% |
| Admin fee / account holder | $4,649 | $5,983-22.3% | $5,329-12.8% | $11,426-59.3% |