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 10-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 | $63,162 | $90,600-30.3% | $79,464-20.5% | $135,375-53.3% |
| Participation rate | 95.7% | 76.0%+19.6pp | 73.3%+22.3pp | 82.6%+13.0pp |
| Annual return | -7.21% | 977.43%-984.6pp | 718.14%-725.4pp | 519.73%-526.9pp |
| Employer contribution / active EE | $3,296 | $3,068+7.4% | $2,800+17.7% | $4,779-31.0% |
| Participant deferral / active EE | $6,381 | $4,050+57.5% | $3,704+72.3% | $5,609+13.8% |
| Admin fee / account holder | $911 | $5,907-84.6% | $5,113-82.2% | $10,827-91.6% |