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 | $40,024 | $138,044-71.0% | $125,339-68.1% | $134,475-70.2% |
| Participation rate | 94.7% | 84.5%+10.3pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -15.33% | 750.33%-765.7pp | 572.05%-587.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $3,068 | $5,243-41.5% | $4,814-36.3% | $4,740-35.3% |
| Participant deferral / active EE | $7,817 | $7,799+0.2% | $7,446+5.0% | $6,400+22.1% |
| Admin fee / account holder | $7,735 | $11,571-33.1% | $10,010-22.7% | $11,426-32.3% |