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 | $29,779 | $138,044-78.4% | $125,339-76.2% | $134,475-77.9% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -19.80% | 750.33%-770.1pp | 572.05%-591.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,957 | $5,243-62.7% | $4,814-59.3% | $4,740-58.7% |
| Participant deferral / active EE | $7,790 | $7,799-0.1% | $7,446+4.6% | $6,400+21.7% |
| Admin fee / account holder | $967 | $11,571-91.6% | $10,010-90.3% | $11,426-91.5% |