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 | $54,361 | $90,600-40.0% | $79,464-31.6% | $135,375-59.8% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | -6.11% | 977.43%-983.5pp | 718.14%-724.3pp | 519.73%-525.8pp |
| Employer contribution / active EE | $2,760 | $3,068-10.0% | $2,800-1.4% | $4,779-42.2% |
| Participant deferral / active EE | $1,953 | $4,050-51.8% | $3,704-47.3% | $5,609-65.2% |
| Admin fee / account holder | $3,046 | $5,907-48.4% | $5,113-40.4% | $10,827-71.9% |