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 | $121,385 | $138,044-12.1% | $125,339-3.2% | $134,475-9.7% |
| Participation rate | 94.4% | 84.5%+10.0pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -18.82% | 750.33%-769.1pp | 572.05%-590.9pp | 417.96%-436.8pp |
| Employer contribution / active EE | $3,133 | $5,243-40.2% | $4,814-34.9% | $4,740-33.9% |
| Participant deferral / active EE | $10,088 | $7,799+29.4% | $7,446+35.5% | $6,400+57.6% |
| Admin fee / account holder | $8,765 | $11,571-24.2% | $10,010-12.4% | $11,426-23.3% |