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 | $40,886 | $138,044-70.4% | $125,339-67.4% | $134,475-69.6% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -19.61% | 750.33%-769.9pp | 572.05%-591.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,213 | $5,243-57.8% | $4,814-54.0% | $4,740-53.3% |
| Participant deferral / active EE | $7,200 | $7,799-7.7% | $7,446-3.3% | $6,400+12.5% |
| Admin fee / account holder | $654 | $11,571-94.4% | $10,010-93.5% | $11,426-94.3% |