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 | $27,927 | $138,044-79.8% | $125,339-77.7% | $134,475-79.2% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -3.51% | 750.33%-753.8pp | 572.05%-575.6pp | 417.96%-421.5pp |
| Employer contribution / active EE | $1,699 | $5,243-67.6% | $4,814-64.7% | $4,740-64.2% |
| Participant deferral / active EE | $3,285 | $7,799-57.9% | $7,446-55.9% | $6,400-48.7% |
| Admin fee / account holder | $392 | $11,571-96.6% | $10,010-96.1% | $11,426-96.6% |