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 | $34,272 | $133,958-74.4% | $112,228-69.5% | $134,475-74.5% |
| Participation rate | 95.0% | 78.6%+16.4pp | 75.1%+19.9pp | 81.2%+13.8pp |
| Annual return | -17.24% | 47.11%-64.4pp | 27.45%-44.7pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,141 | $4,038-71.7% | $3,635-68.6% | $4,740-75.9% |
| Participant deferral / active EE | $2,133 | $5,291-59.7% | $4,728-54.9% | $6,400-66.7% |
| Admin fee / account holder | $1,659 | $7,489-77.8% | $6,410-74.1% | $11,426-85.5% |