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 | $16,013 | $84,402-81.0% | $61,373-73.9% | $134,475-88.1% |
| Participation rate | 93.3% | 62.2%+31.1pp | 52.6%+40.8pp | 81.2%+12.1pp |
| Annual return | -19.49% | 584.55%-604.0pp | 338.61%-358.1pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,030 | $1,544-33.3% | $1,159-11.2% | $4,740-78.3% |
| Participant deferral / active EE | $2,795 | $2,819-0.9% | $2,125+31.5% | $6,400-56.3% |
| Admin fee / account holder | $1,304 | $2,585-49.6% | $2,130-38.8% | $11,426-88.6% |