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 6-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 | $87,903 | $88,594-0.8% | $70,092+25.4% | $134,475-34.6% |
| Participation rate | 75.0% | 74.9%+0.1pp | 70.5%+4.5pp | 81.2%-6.2pp |
| Annual return | -10.57% | 442.67%-453.2pp | 190.73%-201.3pp | 417.96%-428.5pp |
| Employer contribution / active EE | $4,410 | $3,233+36.4% | $2,559+72.4% | $4,740-6.9% |
| Participant deferral / active EE | $8,559 | $4,772+79.4% | $3,849+122.4% | $6,400+33.7% |
| Admin fee / account holder | $5,928 | $10,441-43.2% | $6,267-5.4% | $11,426-48.1% |