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 8-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 | $34,613 | $138,044-74.9% | $125,339-72.4% | $134,475-74.3% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -19.02% | 750.33%-769.3pp | 572.05%-591.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $3,715 | $5,243-29.1% | $4,814-22.8% | $4,740-21.6% |
| Participant deferral / active EE | $7,945 | $7,799+1.9% | $7,446+6.7% | $6,400+24.1% |
| Admin fee / account holder | $606 | $11,571-94.8% | $10,010-93.9% | $11,426-94.7% |