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 | $94,314 | $90,600+4.1% | $79,464+18.7% | $135,375-30.3% |
| Participation rate | 76.9% | 76.0%+0.9pp | 73.3%+3.6pp | 82.6%-5.7pp |
| Annual return | -3.76% | 977.43%-981.2pp | 718.14%-721.9pp | 519.73%-523.5pp |
| Employer contribution / active EE | $2,564 | $3,068-16.4% | $2,800-8.4% | $4,779-46.3% |
| Participant deferral / active EE | $2,357 | $4,050-41.8% | $3,704-36.4% | $5,609-58.0% |
| Admin fee / account holder | $16,083 | $5,907+172.3% | $5,113+214.6% | $10,827+48.5% |