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 | $48,033 | $138,044-65.2% | $125,339-61.7% | $134,475-64.3% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -10.58% | 750.33%-760.9pp | 572.05%-582.6pp | 417.96%-428.5pp |
| Employer contribution / active EE | $4,563 | $5,243-13.0% | $4,814-5.2% | $4,740-3.7% |
| Participant deferral / active EE | $5,734 | $7,799-26.5% | $7,446-23.0% | $6,400-10.4% |
| Admin fee / account holder | $521 | $11,571-95.5% | $10,010-94.8% | $11,426-95.4% |