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 | $24,074 | $92,703-74.0% | $82,719-70.9% | $134,475-82.1% |
| Participation rate | 92.3% | 75.2%+17.1pp | 72.6%+19.8pp | 81.2%+11.1pp |
| Annual return | -14.77% | 944.92%-959.7pp | 701.18%-716.0pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,631 | $3,274-50.2% | $3,009-45.8% | $4,740-65.6% |
| Participant deferral / active EE | $2,302 | $4,802-52.1% | $4,395-47.6% | $6,400-64.0% |
| Admin fee / account holder | $7,856 | $5,983+31.3% | $5,329+47.4% | $11,426-31.2% |