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 | $32,242 | $180,449-82.1% | $154,107-79.1% | $135,375-76.2% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -8.10% | 888.09%-896.2pp | 735.12%-743.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $3,437 | $6,035-43.0% | $5,298-35.1% | $4,779-28.1% |
| Participant deferral / active EE | $2,021 | $5,806-65.2% | $5,081-60.2% | $5,609-64.0% |
| Admin fee / account holder | $421 | $16,143-97.4% | $13,411-96.9% | $10,827-96.1% |