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 7-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 | $33,046 | $92,703-64.4% | $82,719-60.1% | $134,475-75.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.73% | 944.92%-963.7pp | 701.18%-719.9pp | 417.96%-436.7pp |
| Employer contribution / active EE | $730 | $3,274-77.7% | $3,009-75.7% | $4,740-84.6% |
| Participant deferral / active EE | $3,810 | $4,802-20.7% | $4,395-13.3% | $6,400-40.5% |
| Admin fee / account holder | $869 | $5,983-85.5% | $5,329-83.7% | $11,426-92.4% |