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 | $92,893 | $138,044-32.7% | $125,339-25.9% | $134,475-30.9% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -20.10% | 750.33%-770.4pp | 572.05%-592.2pp | 417.96%-438.1pp |
| Employer contribution / active EE | $3,207 | $5,243-38.8% | $4,814-33.4% | $4,740-32.3% |
| Participant deferral / active EE | $8,864 | $7,799+13.7% | $7,446+19.0% | $6,400+38.5% |
| Admin fee / account holder | $1,029 | $11,571-91.1% | $10,010-89.7% | $11,426-91.0% |