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 | $20,193 | $138,044-85.4% | $125,339-83.9% | $134,475-85.0% |
| Participation rate | 70.8% | 84.5%-13.7pp | 82.4%-11.5pp | 81.2%-10.4pp |
| Annual return | -17.66% | 750.33%-768.0pp | 572.05%-589.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,457 | $5,243-53.1% | $4,814-49.0% | $4,740-48.2% |
| Participant deferral / active EE | $4,688 | $7,799-39.9% | $7,446-37.0% | $6,400-26.7% |
| Admin fee / account holder | $304 | $11,571-97.4% | $10,010-97.0% | $11,426-97.3% |