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 | $26,941 | $138,044-80.5% | $125,339-78.5% | $134,475-80.0% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -19.99% | 750.33%-770.3pp | 572.05%-592.0pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,610 | $5,243-69.3% | $4,814-66.5% | $4,740-66.0% |
| Participant deferral / active EE | $3,655 | $7,799-53.1% | $7,446-50.9% | $6,400-42.9% |
| Admin fee / account holder | $323 | $11,571-97.2% | $10,010-96.8% | $11,426-97.2% |