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 | $74,209 | $138,044-46.2% | $125,339-40.8% | $134,475-44.8% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -20.49% | 750.33%-770.8pp | 572.05%-592.5pp | 417.96%-438.5pp |
| Employer contribution / active EE | $4,521 | $5,243-13.8% | $4,814-6.1% | $4,740-4.6% |
| Participant deferral / active EE | $9,126 | $7,799+17.0% | $7,446+22.5% | $6,400+42.6% |
| Admin fee / account holder | $1,034 | $11,571-91.1% | $10,010-89.7% | $11,426-90.9% |