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 | $19,308 | $92,703-79.2% | $82,719-76.7% | $134,475-85.6% |
| Participation rate | 86.4% | 75.2%+11.2pp | 72.6%+13.8pp | 81.2%+5.1pp |
| Annual return | -10.22% | 944.92%-955.1pp | 701.18%-711.4pp | 417.96%-428.2pp |
| Employer contribution / active EE | $3,318 | $3,274+1.4% | $3,009+10.3% | $4,740-30.0% |
| Participant deferral / active EE | $2,934 | $4,802-38.9% | $4,395-33.3% | $6,400-54.2% |
| Admin fee / account holder | $313 | $5,983-94.8% | $5,329-94.1% | $11,426-97.3% |