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 | $34,940 | $90,600-61.4% | $79,464-56.0% | $135,375-74.2% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -4.59% | 977.43%-982.0pp | 718.14%-722.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $3,150 | $3,068+2.7% | $2,800+12.5% | $4,779-34.1% |
| Participant deferral / active EE | $8,514 | $4,050+110.2% | $3,704+129.9% | $5,609+51.8% |
| Admin fee / account holder | $24,002 | $5,907+306.3% | $5,113+369.4% | $10,827+121.7% |