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 | $29,854 | $138,044-78.4% | $125,339-76.2% | $134,475-77.8% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -18.46% | 750.33%-768.8pp | 572.05%-590.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $3,773 | $5,243-28.0% | $4,814-21.6% | $4,740-20.4% |
| Participant deferral / active EE | $8,791 | $7,799+12.7% | $7,446+18.1% | $6,400+37.4% |
| Admin fee / account holder | $2,044 | $11,571-82.3% | $10,010-79.6% | $11,426-82.1% |