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 | $21,101 | $97,757-78.4% | $83,848-74.8% | $135,375-84.4% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -6.15% | 1287.37%-1293.5pp | 850.88%-857.0pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,116 | $4,222-73.6% | $3,631-69.3% | $4,779-76.6% |
| Participant deferral / active EE | $1,728 | $4,682-63.1% | $4,082-57.7% | $5,609-69.2% |
| Admin fee / account holder | $1,091 | $6,674-83.7% | $5,478-80.1% | $10,827-89.9% |