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 | $21,947 | $67,331-67.4% | $60,874-63.9% | $134,475-83.7% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.1%+10.2pp | 81.2%+2.1pp |
| Annual return | -18.17% | 49.93%-68.1pp | 16.90%-35.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $700 | $3,096-77.4% | $2,701-74.1% | $4,740-85.2% |
| Participant deferral / active EE | $3,464 | $4,538-23.7% | $3,817-9.2% | $6,400-45.9% |
| Admin fee / account holder | $1,114 | $4,582-75.7% | $3,224-65.5% | $11,426-90.3% |