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 | $69,746 | $138,044-49.5% | $125,339-44.4% | $134,475-48.1% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -13.53% | 750.33%-763.9pp | 572.05%-585.6pp | 417.96%-431.5pp |
| Employer contribution / active EE | $3,087 | $5,243-41.1% | $4,814-35.9% | $4,740-34.9% |
| Participant deferral / active EE | $9,234 | $7,799+18.4% | $7,446+24.0% | $6,400+44.3% |
| Admin fee / account holder | $389 | $11,571-96.6% | $10,010-96.1% | $11,426-96.6% |