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 7-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 | $33,647 | $138,044-75.6% | $125,339-73.2% | $134,475-75.0% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -6.99% | 750.33%-757.3pp | 572.05%-579.0pp | 417.96%-425.0pp |
| Employer contribution / active EE | $5,930 | $5,243+13.1% | $4,814+23.2% | $4,740+25.1% |
| Participant deferral / active EE | $3,712 | $7,799-52.4% | $7,446-50.2% | $6,400-42.0% |
| Admin fee / account holder | $1,755 | $11,571-84.8% | $10,010-82.5% | $11,426-84.6% |