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 5-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 | $31,535 | $138,044-77.2% | $125,339-74.8% | $134,475-76.5% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -17.15% | 750.33%-767.5pp | 572.05%-589.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $3,799 | $5,243-27.6% | $4,814-21.1% | $4,740-19.9% |
| Participant deferral / active EE | $7,318 | $7,799-6.2% | $7,446-1.7% | $6,400+14.3% |
| Admin fee / account holder | $4,463 | $11,571-61.4% | $10,010-55.4% | $11,426-60.9% |