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 | $64,905 | $135,635-52.1% | $110,238-41.1% | $135,375-52.1% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.8%+9.1pp | 82.6%+6.2pp |
| Annual return | -8.37% | 513.19%-521.6pp | 314.74%-323.1pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,924 | $4,906-60.8% | $3,826-49.7% | $4,779-59.7% |
| Participant deferral / active EE | $7,450 | $5,506+35.3% | $4,672+59.5% | $5,609+32.8% |
| Admin fee / account holder | $484 | $11,457-95.8% | $8,547-94.3% | $10,827-95.5% |