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 | $18,848 | $138,044-86.3% | $125,339-85.0% | $134,475-86.0% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -17.62% | 750.33%-767.9pp | 572.05%-589.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,492 | $5,243-52.5% | $4,814-48.2% | $4,740-47.4% |
| Participant deferral / active EE | $3,976 | $7,799-49.0% | $7,446-46.6% | $6,400-37.9% |
| Admin fee / account holder | $1,276 | $11,571-89.0% | $10,010-87.2% | $11,426-88.8% |