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 | $92,313 | $138,044-33.1% | $125,339-26.3% | $134,475-31.4% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.3pp |
| Annual return | -14.10% | 750.33%-764.4pp | 572.05%-586.1pp | 417.96%-432.1pp |
| Employer contribution / active EE | $5,834 | $5,243+11.3% | $4,814+21.2% | $4,740+23.1% |
| Participant deferral / active EE | $12,049 | $7,799+54.5% | $7,446+61.8% | $6,400+88.3% |
| Admin fee / account holder | $4,270 | $11,571-63.1% | $10,010-57.3% | $11,426-62.6% |