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 | $33,285 | $138,044-75.9% | $125,339-73.4% | $134,475-75.2% |
| Participation rate | 95.0% | 84.5%+10.5pp | 82.4%+12.6pp | 81.2%+13.8pp |
| Annual return | -20.60% | 750.33%-770.9pp | 572.05%-592.7pp | 417.96%-438.6pp |
| Employer contribution / active EE | $2,860 | $5,243-45.5% | $4,814-40.6% | $4,740-39.7% |
| Participant deferral / active EE | $10,231 | $7,799+31.2% | $7,446+37.4% | $6,400+59.9% |
| Admin fee / account holder | $975 | $11,571-91.6% | $10,010-90.3% | $11,426-91.5% |