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 | $38,221 | $138,044-72.3% | $125,339-69.5% | $134,475-71.6% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -9.53% | 750.33%-759.9pp | 572.05%-581.6pp | 417.96%-427.5pp |
| Employer contribution / active EE | $5,062 | $5,243-3.4% | $4,814+5.2% | $4,740+6.8% |
| Participant deferral / active EE | $11,648 | $7,799+49.4% | $7,446+56.4% | $6,400+82.0% |
| Admin fee / account holder | $13,255 | $11,571+14.6% | $10,010+32.4% | $11,426+16.0% |