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 | $28,017 | $133,958-79.1% | $112,228-75.0% | $134,475-79.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.81% | 47.11%-65.9pp | 27.45%-46.3pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,482 | $4,038-63.3% | $3,635-59.2% | $4,740-68.7% |
| Participant deferral / active EE | $3,802 | $5,291-28.1% | $4,728-19.6% | $6,400-40.6% |
| Admin fee / account holder | $533 | $7,489-92.9% | $6,410-91.7% | $11,426-95.3% |