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 7-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 | $60,865 | $138,065-55.9% | $123,544-50.7% | $135,375-55.0% |
| Participation rate | 94.7% | 84.7%+10.0pp | 82.3%+12.4pp | 82.6%+12.1pp |
| Annual return | -6.67% | 153.68%-160.4pp | 119.20%-125.9pp | 519.73%-526.4pp |
| Employer contribution / active EE | $5,947 | $5,151+15.4% | $4,628+28.5% | $4,779+24.4% |
| Participant deferral / active EE | $12,067 | $6,799+77.5% | $6,426+87.8% | $5,609+115.2% |
| Admin fee / account holder | $6,099 | $10,916-44.1% | $9,284-34.3% | $10,827-43.7% |