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 | $41,537 | $190,805-78.2% | $159,960-74.0% | $134,475-69.1% |
| Participation rate | 88.9% | 81.9%+7.0pp | 78.0%+10.9pp | 81.2%+7.7pp |
| Annual return | -17.28% | 552.23%-569.5pp | 408.60%-425.9pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,278 | $4,995-54.4% | $4,226-46.1% | $4,740-51.9% |
| Participant deferral / active EE | $6,530 | $6,923-5.7% | $6,182+5.6% | $6,400+2.0% |
| Admin fee / account holder | $4,601 | $10,471-56.1% | $8,698-47.1% | $11,426-59.7% |