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 6-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 | $171,831 | $190,805-9.9% | $159,960+7.4% | $134,475+27.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -8.32% | 552.23%-560.6pp | 408.60%-416.9pp | 417.96%-426.3pp |
| Employer contribution / active EE | $2,526 | $4,995-49.4% | $4,226-40.2% | $4,740-46.7% |
| Participant deferral / active EE | $5,428 | $6,923-21.6% | $6,182-12.2% | $6,400-15.2% |
| Admin fee / account holder | $1,461 | $10,471-86.1% | $8,698-83.2% | $11,426-87.2% |