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 | $18,665 | $152,509-87.8% | $117,472-84.1% | $134,475-86.1% |
| Participation rate | 77.8% | 77.1%+0.7pp | 70.6%+7.2pp | 81.2%-3.4pp |
| Annual return | -15.26% | 52.99%-68.2pp | 29.74%-45.0pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,030 | $5,571-63.6% | $4,176-51.4% | $4,740-57.2% |
| Participant deferral / active EE | $4,049 | $4,818-15.9% | $4,070-0.5% | $6,400-36.7% |
| Admin fee / account holder | $1,051 | $7,004-85.0% | $5,645-81.4% | $11,426-90.8% |