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 5-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 | $19,918 | $138,044-85.6% | $125,339-84.1% | $134,475-85.2% |
| Participation rate | 95.7% | 84.5%+11.2pp | 82.4%+13.3pp | 81.2%+14.4pp |
| Annual return | -16.12% | 750.33%-766.4pp | 572.05%-588.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $3,795 | $5,243-27.6% | $4,814-21.2% | $4,740-19.9% |
| Participant deferral / active EE | $9,087 | $7,799+16.5% | $7,446+22.0% | $6,400+42.0% |
| Admin fee / account holder | $7,982 | $11,571-31.0% | $10,010-20.3% | $11,426-30.1% |