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 | $12,836 | $99,640-87.1% | $86,436-85.1% | $134,475-90.5% |
| Participation rate | 84.6% | 82.0%+2.6pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -18.26% | 6782.58%-6800.8pp | 4394.89%-4413.1pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,726 | $4,400-60.8% | $3,769-54.2% | $4,740-63.6% |
| Participant deferral / active EE | $4,800 | $7,246-33.8% | $6,952-31.0% | $6,400-25.0% |
| Admin fee / account holder | $881 | $8,371-89.5% | $6,731-86.9% | $11,426-92.3% |