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 | $23,904 | $84,402-71.7% | $61,373-61.1% | $134,475-82.2% |
| Participation rate | 88.9% | 62.2%+26.7pp | 52.6%+36.3pp | 81.2%+7.7pp |
| Annual return | -11.35% | 584.55%-595.9pp | 338.61%-350.0pp | 417.96%-429.3pp |
| Employer contribution / active EE | $1,728 | $1,544+11.9% | $1,159+49.0% | $4,740-63.6% |
| Participant deferral / active EE | $8,380 | $2,819+197.3% | $2,125+294.4% | $6,400+30.9% |
| Admin fee / account holder | $1,942 | $2,585-24.9% | $2,130-8.8% | $11,426-83.0% |