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 | $47,564 | $180,449-73.6% | $154,107-69.1% | $135,375-64.9% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | -4.56% | 888.09%-892.7pp | 735.12%-739.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $4,540 | $6,035-24.8% | $5,298-14.3% | $4,779-5.0% |
| Participant deferral / active EE | $7,627 | $5,806+31.4% | $5,081+50.1% | $5,609+36.0% |
| Admin fee / account holder | $68,177 | $16,143+322.3% | $13,411+408.4% | $10,827+529.7% |