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 | $94,861 | $138,044-31.3% | $125,339-24.3% | $134,475-29.5% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.3pp |
| Annual return | -18.31% | 750.33%-768.6pp | 572.05%-590.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $2,764 | $5,243-47.3% | $4,814-42.6% | $4,740-41.7% |
| Participant deferral / active EE | $3,303 | $7,799-57.7% | $7,446-55.6% | $6,400-48.4% |
| Admin fee / account holder | $2,556 | $11,571-77.9% | $10,010-74.5% | $11,426-77.6% |