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 6-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 | $17,138 | $138,044-87.6% | $125,339-86.3% | $134,475-87.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -20.05% | 750.33%-770.4pp | 572.05%-592.1pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,356 | $5,243-74.1% | $4,814-71.8% | $4,740-71.4% |
| Participant deferral / active EE | $5,173 | $7,799-33.7% | $7,446-30.5% | $6,400-19.2% |
| Admin fee / account holder | $1,180 | $11,571-89.8% | $10,010-88.2% | $11,426-89.7% |