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 | $16,078 | $190,805-91.6% | $159,960-89.9% | $134,475-88.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.32% | 552.23%-570.6pp | 408.60%-426.9pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,053 | $4,995-78.9% | $4,226-75.1% | $4,740-77.8% |
| Participant deferral / active EE | $2,054 | $6,923-70.3% | $6,182-66.8% | $6,400-67.9% |
| Admin fee / account holder | $638 | $10,471-93.9% | $8,698-92.7% | $11,426-94.4% |