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 6-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 | $24,375 | $138,044-82.3% | $125,339-80.6% | $134,475-81.9% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -18.89% | 750.33%-769.2pp | 572.05%-590.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,803 | $5,243-65.6% | $4,814-62.5% | $4,740-62.0% |
| Participant deferral / active EE | $4,775 | $7,799-38.8% | $7,446-35.9% | $6,400-25.4% |
| Admin fee / account holder | $758 | $11,571-93.4% | $10,010-92.4% | $11,426-93.4% |