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 | $15,906 | $138,044-88.5% | $125,339-87.3% | $134,475-88.2% |
| Participation rate | 95.0% | 84.5%+10.5pp | 82.4%+12.6pp | 81.2%+13.8pp |
| Annual return | -18.78% | 750.33%-769.1pp | 572.05%-590.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,715 | $5,243-48.2% | $4,814-43.6% | $4,740-42.7% |
| Participant deferral / active EE | $3,506 | $7,799-55.0% | $7,446-52.9% | $6,400-45.2% |
| Admin fee / account holder | $418 | $11,571-96.4% | $10,010-95.8% | $11,426-96.3% |