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 | $38,911 | $138,044-71.8% | $125,339-69.0% | $134,475-71.1% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -20.41% | 750.33%-770.7pp | 572.05%-592.5pp | 417.96%-438.4pp |
| Employer contribution / active EE | $3,304 | $5,243-37.0% | $4,814-31.4% | $4,740-30.3% |
| Participant deferral / active EE | $7,455 | $7,799-4.4% | $7,446+0.1% | $6,400+16.5% |
| Admin fee / account holder | $351 | $11,571-97.0% | $10,010-96.5% | $11,426-96.9% |