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 5-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 | $34,404 | $138,044-75.1% | $125,339-72.6% | $134,475-74.4% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -7.51% | 750.33%-757.8pp | 572.05%-579.6pp | 417.96%-425.5pp |
| Employer contribution / active EE | $5,204 | $5,243-0.8% | $4,814+8.1% | $4,740+9.8% |
| Participant deferral / active EE | $8,553 | $7,799+9.7% | $7,446+14.9% | $6,400+33.7% |
| Admin fee / account holder | $2,003 | $11,571-82.7% | $10,010-80.0% | $11,426-82.5% |