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 4-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 | $51,290 | $138,044-62.8% | $125,339-59.1% | $134,475-61.9% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -19.47% | 750.33%-769.8pp | 572.05%-591.5pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,479 | $5,243-52.7% | $4,814-48.5% | $4,740-47.7% |
| Participant deferral / active EE | $3,871 | $7,799-50.4% | $7,446-48.0% | $6,400-39.5% |
| Admin fee / account holder | $3,469 | $11,571-70.0% | $10,010-65.3% | $11,426-69.6% |