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 | $21,175 | $152,509-86.1% | $117,472-82.0% | $134,475-84.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.07% | 52.99%-70.1pp | 29.74%-46.8pp | 417.96%-435.0pp |
| Employer contribution / active EE | $785 | $5,571-85.9% | $4,176-81.2% | $4,740-83.4% |
| Participant deferral / active EE | $10,404 | $4,818+115.9% | $4,070+155.6% | $6,400+62.6% |
| Admin fee / account holder | $411 | $7,004-94.1% | $5,645-92.7% | $11,426-96.4% |