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 10-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 | $67,249 | $90,600-25.8% | $79,464-15.4% | $135,375-50.3% |
| Participation rate | 94.4% | 76.0%+18.4pp | 73.3%+21.1pp | 82.6%+11.8pp |
| Annual return | -8.24% | 977.43%-985.7pp | 718.14%-726.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,740 | $3,068-10.7% | $2,800-2.2% | $4,779-42.7% |
| Participant deferral / active EE | $7,264 | $4,050+79.4% | $3,704+96.1% | $5,609+29.5% |
| Admin fee / account holder | $705 | $5,907-88.1% | $5,113-86.2% | $10,827-93.5% |