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 | $35,067 | $133,958-73.8% | $112,228-68.8% | $134,475-73.9% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -6.42% | 47.11%-53.5pp | 27.45%-33.9pp | 417.96%-424.4pp |
| Employer contribution / active EE | $6,168 | $4,038+52.7% | $3,635+69.7% | $4,740+30.1% |
| Participant deferral / active EE | $4,252 | $5,291-19.6% | $4,728-10.1% | $6,400-33.6% |
| Admin fee / account holder | $461 | $7,489-93.8% | $6,410-92.8% | $11,426-96.0% |