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 | $12,635 | $92,703-86.4% | $82,719-84.7% | $134,475-90.6% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -18.57% | 944.92%-963.5pp | 701.18%-719.7pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,693 | $3,274-17.7% | $3,009-10.5% | $4,740-43.2% |
| Participant deferral / active EE | $5,327 | $4,802+10.9% | $4,395+21.2% | $6,400-16.8% |
| Admin fee / account holder | $1,220 | $5,983-79.6% | $5,329-77.1% | $11,426-89.3% |