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 | $34,622 | $92,703-62.7% | $82,719-58.1% | $134,475-74.3% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -19.29% | 944.92%-964.2pp | 701.18%-720.5pp | 417.96%-437.3pp |
| Employer contribution / active EE | $4,997 | $3,274+52.6% | $3,009+66.1% | $4,740+5.4% |
| Participant deferral / active EE | $6,251 | $4,802+30.2% | $4,395+42.2% | $6,400-2.3% |
| Admin fee / account holder | $348 | $5,983-94.2% | $5,329-93.5% | $11,426-97.0% |