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 9-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 | $51,622 | $97,757-47.2% | $83,848-38.4% | $135,375-61.9% |
| Participation rate | 93.3% | 80.0%+13.4pp | 76.1%+17.2pp | 82.6%+10.7pp |
| Annual return | -1.01% | 1287.37%-1288.4pp | 850.88%-851.9pp | 519.73%-520.7pp |
| Employer contribution / active EE | $8,441 | $4,222+100.0% | $3,631+132.5% | $4,779+76.6% |
| Participant deferral / active EE | $8,871 | $4,682+89.5% | $4,082+117.3% | $5,609+58.2% |
| Admin fee / account holder | $4,136 | $6,674-38.0% | $5,478-24.5% | $10,827-61.8% |