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 | $124,951 | $138,044-9.5% | $125,339-0.3% | $134,475-7.1% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -17.66% | 750.33%-768.0pp | 572.05%-589.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $3,421 | $5,243-34.8% | $4,814-28.9% | $4,740-27.8% |
| Participant deferral / active EE | $16,530 | $7,799+112.0% | $7,446+122.0% | $6,400+158.3% |
| Admin fee / account holder | $3,483 | $11,571-69.9% | $10,010-65.2% | $11,426-69.5% |