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 | $74,855 | $168,632-55.6% | $147,614-49.3% | $125,391-40.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.72% | 77.65%-79.4pp | 61.98%-63.7pp | 282.22%-283.9pp |
| Employer contribution / active EE | $3,965 | $6,252-36.6% | $5,564-28.8% | $4,866-18.5% |
| Participant deferral / active EE | $3,779 | $5,507-31.4% | $4,895-22.8% | $5,352-29.4% |
| Admin fee / account holder | $6,020 | $13,580-55.7% | $11,611-48.2% | $9,540-36.9% |