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 5-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 | $16,986 | $138,044-87.7% | $125,339-86.4% | $134,475-87.4% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -19.84% | 750.33%-770.2pp | 572.05%-591.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,477 | $5,243-71.8% | $4,814-69.3% | $4,740-68.8% |
| Participant deferral / active EE | $3,028 | $7,799-61.2% | $7,446-59.3% | $6,400-52.7% |
| Admin fee / account holder | $2,337 | $11,571-79.8% | $10,010-76.7% | $11,426-79.5% |