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 | $87,648 | $138,044-36.5% | $125,339-30.1% | $134,475-34.8% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -5.79% | 750.33%-756.1pp | 572.05%-577.8pp | 417.96%-423.8pp |
| Employer contribution / active EE | $1,549 | $5,243-70.5% | $4,814-67.8% | $4,740-67.3% |
| Participant deferral / active EE | $7,565 | $7,799-3.0% | $7,446+1.6% | $6,400+18.2% |
| Admin fee / account holder | $26,489 | $11,571+128.9% | $10,010+164.6% | $11,426+131.8% |