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 | $122,410 | $138,044-11.3% | $125,339-2.3% | $134,475-9.0% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -16.47% | 750.33%-766.8pp | 572.05%-588.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $4,215 | $5,243-19.6% | $4,814-12.4% | $4,740-11.1% |
| Participant deferral / active EE | $4,689 | $7,799-39.9% | $7,446-37.0% | $6,400-26.7% |
| Admin fee / account holder | $6,601 | $11,571-43.0% | $10,010-34.1% | $11,426-42.2% |