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 9-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 | $39,273 | $180,449-78.2% | $154,107-74.5% | $135,375-71.0% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -7.13% | 888.09%-895.2pp | 735.12%-742.2pp | 519.73%-526.9pp |
| Employer contribution / active EE | $3,204 | $6,035-46.9% | $5,298-39.5% | $4,779-33.0% |
| Participant deferral / active EE | $3,462 | $5,806-40.4% | $5,081-31.9% | $5,609-38.3% |
| Admin fee / account holder | $1,879 | $16,143-88.4% | $13,411-86.0% | $10,827-82.6% |