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 | $59,536 | $138,044-56.9% | $125,339-52.5% | $134,475-55.7% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -18.20% | 750.33%-768.5pp | 572.05%-590.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $6,648 | $5,243+26.8% | $4,814+38.1% | $4,740+40.3% |
| Participant deferral / active EE | $9,693 | $7,799+24.3% | $7,446+30.2% | $6,400+51.5% |
| Admin fee / account holder | $31,332 | $11,571+170.8% | $10,010+213.0% | $11,426+174.2% |