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 | $209,363 | $138,044+51.7% | $125,339+67.0% | $134,475+55.7% |
| Participation rate | 82.6% | 84.5%-1.9pp | 82.4%+0.2pp | 81.2%+1.4pp |
| Annual return | -18.38% | 750.33%-768.7pp | 572.05%-590.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $4,489 | $5,243-14.4% | $4,814-6.7% | $4,740-5.3% |
| Participant deferral / active EE | $3,993 | $7,799-48.8% | $7,446-46.4% | $6,400-37.6% |
| Admin fee / account holder | $34,042 | $11,571+194.2% | $10,010+240.1% | $11,426+197.9% |