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 | $18,553 | $138,044-86.6% | $125,339-85.2% | $134,475-86.2% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -19.32% | 750.33%-769.6pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,246 | $5,243-57.2% | $4,814-53.3% | $4,740-52.6% |
| Participant deferral / active EE | $3,314 | $7,799-57.5% | $7,446-55.5% | $6,400-48.2% |
| Admin fee / account holder | $6,860 | $11,571-40.7% | $10,010-31.5% | $11,426-40.0% |