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 8-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 | $29,648 | $138,044-78.5% | $125,339-76.3% | $134,475-78.0% |
| Participation rate | 91.3% | 84.5%+6.8pp | 82.4%+8.9pp | 81.2%+10.1pp |
| Annual return | -9.38% | 750.33%-759.7pp | 572.05%-581.4pp | 417.96%-427.3pp |
| Employer contribution / active EE | $5,607 | $5,243+6.9% | $4,814+16.5% | $4,740+18.3% |
| Participant deferral / active EE | $8,573 | $7,799+9.9% | $7,446+15.1% | $6,400+34.0% |
| Admin fee / account holder | $1,931 | $11,571-83.3% | $10,010-80.7% | $11,426-83.1% |