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 | $35,272 | $92,703-62.0% | $82,719-57.4% | $134,475-73.8% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -13.69% | 944.92%-958.6pp | 701.18%-714.9pp | 417.96%-431.7pp |
| Employer contribution / active EE | $5,327 | $3,274+62.7% | $3,009+77.0% | $4,740+12.4% |
| Participant deferral / active EE | $11,183 | $4,802+132.9% | $4,395+154.5% | $6,400+74.7% |
| Admin fee / account holder | $11,503 | $5,983+92.3% | $5,329+115.9% | $11,426+0.7% |