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 | $36,336 | $152,509-76.2% | $117,472-69.1% | $134,475-73.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -13.06% | 52.99%-66.1pp | 29.74%-42.8pp | 417.96%-431.0pp |
| Employer contribution / active EE | $764 | $5,571-86.3% | $4,176-81.7% | $4,740-83.9% |
| Participant deferral / active EE | $2,294 | $4,818-52.4% | $4,070-43.6% | $6,400-64.2% |
| Admin fee / account holder | $873 | $7,004-87.5% | $5,645-84.5% | $11,426-92.4% |