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 | $46,485 | $138,044-66.3% | $125,339-62.9% | $134,475-65.4% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -18.31% | 750.33%-768.6pp | 572.05%-590.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $2,381 | $5,243-54.6% | $4,814-50.5% | $4,740-49.8% |
| Participant deferral / active EE | $3,482 | $7,799-55.4% | $7,446-53.2% | $6,400-45.6% |
| Admin fee / account holder | $1,046 | $11,571-91.0% | $10,010-89.5% | $11,426-90.8% |