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 | $70,031 | $138,044-49.3% | $125,339-44.1% | $134,475-47.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -0.08% | 750.33%-750.4pp | 572.05%-572.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,079 | $5,243-79.4% | $4,814-77.6% | $4,740-77.2% |
| Participant deferral / active EE | $16,687 | $7,799+114.0% | $7,446+124.1% | $6,400+160.7% |
| Admin fee / account holder | $668 | $11,571-94.2% | $10,010-93.3% | $11,426-94.2% |