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 | $18,728 | $138,044-86.4% | $125,339-85.1% | $134,475-86.1% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -18.18% | 750.33%-768.5pp | 572.05%-590.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,610 | $5,243-50.2% | $4,814-45.8% | $4,740-44.9% |
| Participant deferral / active EE | $7,258 | $7,799-6.9% | $7,446-2.5% | $6,400+13.4% |
| Admin fee / account holder | $5,913 | $11,571-48.9% | $10,010-40.9% | $11,426-48.2% |