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 | $73,132 | $138,044-47.0% | $125,339-41.7% | $134,475-45.6% |
| Participation rate | 94.7% | 84.5%+10.3pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -19.01% | 750.33%-769.3pp | 572.05%-591.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $8,014 | $5,243+52.9% | $4,814+66.5% | $4,740+69.1% |
| Participant deferral / active EE | $14,610 | $7,799+87.3% | $7,446+96.2% | $6,400+128.3% |
| Admin fee / account holder | $6,007 | $11,571-48.1% | $10,010-40.0% | $11,426-47.4% |