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 | $87,250 | $138,044-36.8% | $125,339-30.4% | $134,475-35.1% |
| Participation rate | 94.7% | 84.5%+10.3pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -18.44% | 750.33%-768.8pp | 572.05%-590.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $3,235 | $5,243-38.3% | $4,814-32.8% | $4,740-31.7% |
| Participant deferral / active EE | $14,520 | $7,799+86.2% | $7,446+95.0% | $6,400+126.9% |
| Admin fee / account holder | $8,464 | $11,571-26.9% | $10,010-15.4% | $11,426-25.9% |