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 7-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 | $70,946 | $138,044-48.6% | $125,339-43.4% | $134,475-47.2% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -17.64% | 750.33%-768.0pp | 572.05%-589.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $4,674 | $5,243-10.9% | $4,814-2.9% | $4,740-1.4% |
| Participant deferral / active EE | $8,774 | $7,799+12.5% | $7,446+17.8% | $6,400+37.1% |
| Admin fee / account holder | $1,491 | $11,571-87.1% | $10,010-85.1% | $11,426-87.0% |