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 | $111,307 | $138,044-19.4% | $125,339-11.2% | $134,475-17.2% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -12.76% | 750.33%-763.1pp | 572.05%-584.8pp | 417.96%-430.7pp |
| Employer contribution / active EE | $2,600 | $5,243-50.4% | $4,814-46.0% | $4,740-45.1% |
| Participant deferral / active EE | $4,327 | $7,799-44.5% | $7,446-41.9% | $6,400-32.4% |
| Admin fee / account holder | $1,529 | $11,571-86.8% | $10,010-84.7% | $11,426-86.6% |