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 | $155,694 | $180,449-13.7% | $154,107+1.0% | $135,375+15.0% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -6.29% | 888.09%-894.4pp | 735.12%-741.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,534 | $6,035-74.6% | $5,298-71.1% | $4,779-67.9% |
| Participant deferral / active EE | $6,635 | $5,806+14.3% | $5,081+30.6% | $5,609+18.3% |
| Admin fee / account holder | $755 | $16,143-95.3% | $13,411-94.4% | $10,827-93.0% |