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 | $62,734 | $138,044-54.6% | $125,339-49.9% | $134,475-53.3% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -17.83% | 750.33%-768.2pp | 572.05%-589.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $3,693 | $5,243-29.6% | $4,814-23.3% | $4,740-22.1% |
| Participant deferral / active EE | $8,913 | $7,799+14.3% | $7,446+19.7% | $6,400+39.3% |
| Admin fee / account holder | $1,151 | $11,571-90.1% | $10,010-88.5% | $11,426-89.9% |