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 | $21,293 | $138,044-84.6% | $125,339-83.0% | $134,475-84.2% |
| Participation rate | 88.2% | 84.5%+3.8pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -19.05% | 750.33%-769.4pp | 572.05%-591.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $3,168 | $5,243-39.6% | $4,814-34.2% | $4,740-33.2% |
| Participant deferral / active EE | $5,402 | $7,799-30.7% | $7,446-27.4% | $6,400-15.6% |
| Admin fee / account holder | $3,360 | $11,571-71.0% | $10,010-66.4% | $11,426-70.6% |