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 8-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 | $49,537 | $190,805-74.0% | $159,960-69.0% | $134,475-63.2% |
| Participation rate | 83.3% | 81.9%+1.4pp | 78.0%+5.4pp | 81.2%+2.1pp |
| Annual return | -18.03% | 552.23%-570.3pp | 408.60%-426.6pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,443 | $4,995-51.1% | $4,226-42.2% | $4,740-48.5% |
| Participant deferral / active EE | $6,291 | $6,923-9.1% | $6,182+1.8% | $6,400-1.7% |
| Admin fee / account holder | $6,253 | $10,471-40.3% | $8,698-28.1% | $11,426-45.3% |