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 | $36,127 | $138,044-73.8% | $125,339-71.2% | $134,475-73.1% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -20.24% | 750.33%-770.6pp | 572.05%-592.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,278 | $5,243-75.6% | $4,814-73.5% | $4,740-73.0% |
| Participant deferral / active EE | $6,535 | $7,799-16.2% | $7,446-12.2% | $6,400+2.1% |
| Admin fee / account holder | $978 | $11,571-91.5% | $10,010-90.2% | $11,426-91.4% |