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 9-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 | $89,488 | $90,600-1.2% | $79,464+12.6% | $135,375-33.9% |
| Participation rate | 88.9% | 76.0%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | -7.57% | 977.43%-985.0pp | 718.14%-725.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $5,555 | $3,068+81.1% | $2,800+98.3% | $4,779+16.2% |
| Participant deferral / active EE | $5,934 | $4,050+46.5% | $3,704+60.2% | $5,609+5.8% |
| Admin fee / account holder | $698 | $5,907-88.2% | $5,113-86.3% | $10,827-93.5% |