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 | $26,865 | $190,805-85.9% | $159,960-83.2% | $134,475-80.0% |
| Participation rate | 91.7% | 81.9%+9.7pp | 78.0%+13.7pp | 81.2%+10.4pp |
| Annual return | -19.38% | 552.23%-571.6pp | 408.60%-428.0pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,063 | $4,995-78.7% | $4,226-74.8% | $4,740-77.6% |
| Participant deferral / active EE | $5,576 | $6,923-19.5% | $6,182-9.8% | $6,400-12.9% |
| Admin fee / account holder | $1,726 | $10,471-83.5% | $8,698-80.2% | $11,426-84.9% |