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 | $20,141 | $138,044-85.4% | $125,339-83.9% | $134,475-85.0% |
| Participation rate | 95.7% | 84.5%+11.2pp | 82.4%+13.3pp | 81.2%+14.4pp |
| Annual return | -14.07% | 750.33%-764.4pp | 572.05%-586.1pp | 417.96%-432.0pp |
| Employer contribution / active EE | $2,392 | $5,243-54.4% | $4,814-50.3% | $4,740-49.5% |
| Participant deferral / active EE | $6,005 | $7,799-23.0% | $7,446-19.4% | $6,400-6.2% |
| Admin fee / account holder | $3,963 | $11,571-65.7% | $10,010-60.4% | $11,426-65.3% |