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 | $91,384 | $138,044-33.8% | $125,339-27.1% | $134,475-32.0% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -18.91% | 750.33%-769.2pp | 572.05%-591.0pp | 417.96%-436.9pp |
| Employer contribution / active EE | $5,672 | $5,243+8.2% | $4,814+17.8% | $4,740+19.7% |
| Participant deferral / active EE | $10,268 | $7,799+31.7% | $7,446+37.9% | $6,400+60.4% |
| Admin fee / account holder | $865 | $11,571-92.5% | $10,010-91.4% | $11,426-92.4% |