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 | $20,031 | $190,805-89.5% | $159,960-87.5% | $134,475-85.1% |
| Participation rate | 92.9% | 81.9%+10.9pp | 78.0%+14.9pp | 81.2%+11.6pp |
| Annual return | -19.71% | 552.23%-571.9pp | 408.60%-428.3pp | 417.96%-437.7pp |
| Employer contribution / active EE | $2,534 | $4,995-49.3% | $4,226-40.0% | $4,740-46.5% |
| Participant deferral / active EE | $3,875 | $6,923-44.0% | $6,182-37.3% | $6,400-39.5% |
| Admin fee / account holder | $3,614 | $10,471-65.5% | $8,698-58.5% | $11,426-68.4% |