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 9-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 | $37,608 | $190,805-80.3% | $159,960-76.5% | $134,475-72.0% |
| Participation rate | 78.9% | 81.9%-3.0pp | 78.0%+1.0pp | 81.2%-2.3pp |
| Annual return | -19.39% | 552.23%-571.6pp | 408.60%-428.0pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,687 | $4,995-46.2% | $4,226-36.4% | $4,740-43.3% |
| Participant deferral / active EE | $6,515 | $6,923-5.9% | $6,182+5.4% | $6,400+1.8% |
| Admin fee / account holder | $1,278 | $10,471-87.8% | $8,698-85.3% | $11,426-88.8% |