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 | $51,504 | $138,044-62.7% | $125,339-58.9% | $134,475-61.7% |
| Participation rate | 82.6% | 84.5%-1.9pp | 82.4%+0.2pp | 81.2%+1.4pp |
| Annual return | -19.14% | 750.33%-769.5pp | 572.05%-591.2pp | 417.96%-437.1pp |
| Employer contribution / active EE | $3,046 | $5,243-41.9% | $4,814-36.7% | $4,740-35.7% |
| Participant deferral / active EE | $7,906 | $7,799+1.4% | $7,446+6.2% | $6,400+23.5% |
| Admin fee / account holder | $3,631 | $11,571-68.6% | $10,010-63.7% | $11,426-68.2% |