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 | $21,308 | $133,958-84.1% | $112,228-81.0% | $134,475-84.2% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -19.40% | 47.11%-66.5pp | 27.45%-46.8pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,541 | $4,038-61.8% | $3,635-57.6% | $4,740-67.5% |
| Participant deferral / active EE | $2,347 | $5,291-55.6% | $4,728-50.4% | $6,400-63.3% |
| Admin fee / account holder | $3,320 | $7,489-55.7% | $6,410-48.2% | $11,426-70.9% |