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 | $53,169 | $99,640-46.6% | $86,436-38.5% | $134,475-60.5% |
| Participation rate | 90.9% | 82.0%+8.9pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -19.13% | 6782.58%-6801.7pp | 4394.89%-4414.0pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,764 | $4,400-37.2% | $3,769-26.7% | $4,740-41.7% |
| Participant deferral / active EE | $7,116 | $7,246-1.8% | $6,952+2.4% | $6,400+11.2% |
| Admin fee / account holder | $327 | $8,371-96.1% | $6,731-95.1% | $11,426-97.1% |