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 | $74,236 | $138,044-46.2% | $125,339-40.8% | $134,475-44.8% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -16.68% | 750.33%-767.0pp | 572.05%-588.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $4,388 | $5,243-16.3% | $4,814-8.8% | $4,740-7.4% |
| Participant deferral / active EE | $9,523 | $7,799+22.1% | $7,446+27.9% | $6,400+48.8% |
| Admin fee / account holder | $6,411 | $11,571-44.6% | $10,010-36.0% | $11,426-43.9% |