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 | $106,335 | $180,449-41.1% | $154,107-31.0% | $135,375-21.5% |
| Participation rate | 94.1% | 87.4%+6.7pp | 83.0%+11.1pp | 82.6%+11.5pp |
| Annual return | -3.49% | 888.09%-891.6pp | 735.12%-738.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $5,721 | $6,035-5.2% | $5,298+8.0% | $4,779+19.7% |
| Participant deferral / active EE | $4,605 | $5,806-20.7% | $5,081-9.4% | $5,609-17.9% |
| Admin fee / account holder | $856 | $16,143-94.7% | $13,411-93.6% | $10,827-92.1% |