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 | $20,745 | $138,044-85.0% | $125,339-83.4% | $134,475-84.6% |
| Participation rate | 88.2% | 84.5%+3.8pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -20.49% | 750.33%-770.8pp | 572.05%-592.5pp | 417.96%-438.5pp |
| Employer contribution / active EE | $3,609 | $5,243-31.2% | $4,814-25.0% | $4,740-23.9% |
| Participant deferral / active EE | $3,978 | $7,799-49.0% | $7,446-46.6% | $6,400-37.8% |
| Admin fee / account holder | $1,284 | $11,571-88.9% | $10,010-87.2% | $11,426-88.8% |