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 | $18,493 | $92,703-80.1% | $82,719-77.6% | $134,475-86.2% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -19.33% | 944.92%-964.3pp | 701.18%-720.5pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,491 | $3,274-23.9% | $3,009-17.2% | $4,740-47.5% |
| Participant deferral / active EE | $4,288 | $4,802-10.7% | $4,395-2.4% | $6,400-33.0% |
| Admin fee / account holder | $1,787 | $5,983-70.1% | $5,329-66.5% | $11,426-84.4% |