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 8-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 | $29,017 | $135,635-78.6% | $110,238-73.7% | $135,375-78.6% |
| Participation rate | 90.5% | 83.5%+7.0pp | 79.8%+10.7pp | 82.6%+7.8pp |
| Annual return | -7.46% | 513.19%-520.6pp | 314.74%-322.2pp | 519.73%-527.2pp |
| Employer contribution / active EE | $3,210 | $4,906-34.6% | $3,826-16.1% | $4,779-32.8% |
| Participant deferral / active EE | $9,425 | $5,506+71.2% | $4,672+101.7% | $5,609+68.0% |
| Admin fee / account holder | $10,328 | $11,457-9.9% | $8,547+20.8% | $10,827-4.6% |