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 | $20,853 | $92,703-77.5% | $82,719-74.8% | $134,475-84.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -17.84% | 944.92%-962.8pp | 701.18%-719.0pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,563 | $3,274-52.3% | $3,009-48.1% | $4,740-67.0% |
| Participant deferral / active EE | $6,363 | $4,802+32.5% | $4,395+44.8% | $6,400-0.6% |
| Admin fee / account holder | $1,954 | $5,983-67.3% | $5,329-63.3% | $11,426-82.9% |