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 | $43,584 | $180,449-75.8% | $154,107-71.7% | $135,375-67.8% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -7.25% | 888.09%-895.3pp | 735.12%-742.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,853 | $6,035-69.3% | $5,298-65.0% | $4,779-61.2% |
| Participant deferral / active EE | $7,369 | $5,806+26.9% | $5,081+45.0% | $5,609+31.4% |
| Admin fee / account holder | $595 | $16,143-96.3% | $13,411-95.6% | $10,827-94.5% |