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 | $110,369 | $138,044-20.0% | $125,339-11.9% | $134,475-17.9% |
| Participation rate | 86.4% | 84.5%+1.9pp | 82.4%+4.0pp | 81.2%+5.1pp |
| Annual return | -16.71% | 750.33%-767.0pp | 572.05%-588.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $6,327 | $5,243+20.7% | $4,814+31.4% | $4,740+33.5% |
| Participant deferral / active EE | $9,714 | $7,799+24.6% | $7,446+30.5% | $6,400+51.8% |
| Admin fee / account holder | $9,289 | $11,571-19.7% | $10,010-7.2% | $11,426-18.7% |