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 | $74,845 | $138,044-45.8% | $125,339-40.3% | $134,475-44.3% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -19.03% | 750.33%-769.4pp | 572.05%-591.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,454 | $5,243-72.3% | $4,814-69.8% | $4,740-69.3% |
| Participant deferral / active EE | $4,501 | $7,799-42.3% | $7,446-39.6% | $6,400-29.7% |
| Admin fee / account holder | $1,008 | $11,571-91.3% | $10,010-89.9% | $11,426-91.2% |