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 | $77,243 | $97,757-21.0% | $83,848-7.9% | $135,375-42.9% |
| Participation rate | 95.5% | 80.0%+15.5pp | 76.1%+19.3pp | 82.6%+12.8pp |
| Annual return | -8.49% | 1287.37%-1295.9pp | 850.88%-859.4pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,575 | $4,222-39.0% | $3,631-29.1% | $4,779-46.1% |
| Participant deferral / active EE | $7,392 | $4,682+57.9% | $4,082+81.1% | $5,609+31.8% |
| Admin fee / account holder | $13,236 | $6,674+98.3% | $5,478+141.6% | $10,827+22.2% |