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 | $14,618 | $92,703-84.2% | $82,719-82.3% | $134,475-89.1% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.4pp | 81.2%+9.7pp |
| Annual return | -11.95% | 944.92%-956.9pp | 701.18%-713.1pp | 417.96%-429.9pp |
| Employer contribution / active EE | $3,560 | $3,274+8.8% | $3,009+18.3% | $4,740-24.9% |
| Participant deferral / active EE | $4,542 | $4,802-5.4% | $4,395+3.3% | $6,400-29.0% |
| Admin fee / account holder | $4,052 | $5,983-32.3% | $5,329-24.0% | $11,426-64.5% |