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 8-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 | $30,321 | $190,805-84.1% | $159,960-81.0% | $134,475-77.5% |
| Participation rate | 87.5% | 81.9%+5.6pp | 78.0%+9.5pp | 81.2%+6.3pp |
| Annual return | -18.74% | 552.23%-571.0pp | 408.60%-427.3pp | 417.96%-436.7pp |
| Employer contribution / active EE | $3,463 | $4,995-30.7% | $4,226-18.1% | $4,740-26.9% |
| Participant deferral / active EE | $5,849 | $6,923-15.5% | $6,182-5.4% | $6,400-8.6% |
| Admin fee / account holder | $2,298 | $10,471-78.1% | $8,698-73.6% | $11,426-79.9% |