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 | $16,138 | $190,805-91.5% | $159,960-89.9% | $134,475-88.0% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -12.63% | 552.23%-564.9pp | 408.60%-421.2pp | 417.96%-430.6pp |
| Employer contribution / active EE | $899 | $4,995-82.0% | $4,226-78.7% | $4,740-81.0% |
| Participant deferral / active EE | $2,151 | $6,923-68.9% | $6,182-65.2% | $6,400-66.4% |
| Admin fee / account holder | $1,843 | $10,471-82.4% | $8,698-78.8% | $11,426-83.9% |