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 | $43,815 | $92,703-52.7% | $82,719-47.0% | $134,475-67.4% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -18.76% | 944.92%-963.7pp | 701.18%-719.9pp | 417.96%-436.7pp |
| Employer contribution / active EE | $3,609 | $3,274+10.2% | $3,009+19.9% | $4,740-23.9% |
| Participant deferral / active EE | $13,229 | $4,802+175.5% | $4,395+201.0% | $6,400+106.7% |
| Admin fee / account holder | $5,564 | $5,983-7.0% | $5,329+4.4% | $11,426-51.3% |