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 | $21,763 | $138,044-84.2% | $125,339-82.6% | $134,475-83.8% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -20.42% | 750.33%-770.7pp | 572.05%-592.5pp | 417.96%-438.4pp |
| Employer contribution / active EE | $3,222 | $5,243-38.5% | $4,814-33.1% | $4,740-32.0% |
| Participant deferral / active EE | $6,620 | $7,799-15.1% | $7,446-11.1% | $6,400+3.4% |
| Admin fee / account holder | $7,500 | $11,571-35.2% | $10,010-25.1% | $11,426-34.4% |