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 | $16,287 | $138,044-88.2% | $125,339-87.0% | $134,475-87.9% |
| Participation rate | 90.5% | 84.5%+6.0pp | 82.4%+8.1pp | 81.2%+9.3pp |
| Annual return | -19.49% | 750.33%-769.8pp | 572.05%-591.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $4,512 | $5,243-13.9% | $4,814-6.3% | $4,740-4.8% |
| Participant deferral / active EE | $2,846 | $7,799-63.5% | $7,446-61.8% | $6,400-55.5% |
| Admin fee / account holder | $548 | $11,571-95.3% | $10,010-94.5% | $11,426-95.2% |