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 | $25,713 | $138,044-81.4% | $125,339-79.5% | $134,475-80.9% |
| Participation rate | 84.2% | 84.5%-0.3pp | 82.4%+1.8pp | 81.2%+3.0pp |
| Annual return | -18.87% | 750.33%-769.2pp | 572.05%-590.9pp | 417.96%-436.8pp |
| Employer contribution / active EE | $4,760 | $5,243-9.2% | $4,814-1.1% | $4,740+0.4% |
| Participant deferral / active EE | $11,868 | $7,799+52.2% | $7,446+59.4% | $6,400+85.4% |
| Admin fee / account holder | $2,039 | $11,571-82.4% | $10,010-79.6% | $11,426-82.2% |