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 | $15,306 | $99,640-84.6% | $86,436-82.3% | $134,475-88.6% |
| Participation rate | 91.7% | 82.0%+9.6pp | 80.3%+11.3pp | 81.2%+10.4pp |
| Annual return | -17.79% | 6782.58%-6800.4pp | 4394.89%-4412.7pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,497 | $4,400-43.3% | $3,769-33.7% | $4,740-47.3% |
| Participant deferral / active EE | $6,290 | $7,246-13.2% | $6,952-9.5% | $6,400-1.7% |
| Admin fee / account holder | $2,708 | $8,371-67.7% | $6,731-59.8% | $11,426-76.3% |