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 | $48,694 | $190,805-74.5% | $159,960-69.6% | $134,475-63.8% |
| Participation rate | 94.1% | 81.9%+12.2pp | 78.0%+16.2pp | 81.2%+12.9pp |
| Annual return | -18.57% | 552.23%-570.8pp | 408.60%-427.2pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,469 | $4,995-50.6% | $4,226-41.6% | $4,740-47.9% |
| Participant deferral / active EE | $9,641 | $6,923+39.3% | $6,182+55.9% | $6,400+50.7% |
| Admin fee / account holder | $469 | $10,471-95.5% | $8,698-94.6% | $11,426-95.9% |