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 | $63,608 | $138,044-53.9% | $125,339-49.3% | $134,475-52.7% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -14.33% | 750.33%-764.7pp | 572.05%-586.4pp | 417.96%-432.3pp |
| Employer contribution / active EE | $2,431 | $5,243-53.6% | $4,814-49.5% | $4,740-48.7% |
| Participant deferral / active EE | $5,287 | $7,799-32.2% | $7,446-29.0% | $6,400-17.4% |
| Admin fee / account holder | $692 | $11,571-94.0% | $10,010-93.1% | $11,426-93.9% |