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 5-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 | $16,910 | $138,044-87.8% | $125,339-86.5% | $134,475-87.4% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -19.88% | 750.33%-770.2pp | 572.05%-591.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,016 | $5,243-61.6% | $4,814-58.1% | $4,740-57.5% |
| Participant deferral / active EE | $9,049 | $7,799+16.0% | $7,446+21.5% | $6,400+41.4% |
| Admin fee / account holder | $1,680 | $11,571-85.5% | $10,010-83.2% | $11,426-85.3% |