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 7-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 | $34,670 | $138,044-74.9% | $125,339-72.3% | $134,475-74.2% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -4.99% | 750.33%-755.3pp | 572.05%-577.0pp | 417.96%-423.0pp |
| Employer contribution / active EE | $3,775 | $5,243-28.0% | $4,814-21.6% | $4,740-20.4% |
| Participant deferral / active EE | $4,568 | $7,799-41.4% | $7,446-38.7% | $6,400-28.6% |
| Admin fee / account holder | $1,764 | $11,571-84.8% | $10,010-82.4% | $11,426-84.6% |