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 | $26,702 | $90,600-70.5% | $79,464-66.4% | $135,375-80.3% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -9.37% | 977.43%-986.8pp | 718.14%-727.5pp | 519.73%-529.1pp |
| Employer contribution / active EE | $2,199 | $3,068-28.3% | $2,800-21.5% | $4,779-54.0% |
| Participant deferral / active EE | $854 | $4,050-78.9% | $3,704-76.9% | $5,609-84.8% |
| Admin fee / account holder | $331 | $5,907-94.4% | $5,113-93.5% | $10,827-96.9% |