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 | $19,720 | $129,942-84.8% | $104,294-81.1% | $134,475-85.3% |
| Participation rate | 92.3% | 79.5%+12.8pp | 73.3%+19.0pp | 81.2%+11.1pp |
| Annual return | -19.49% | 42.03%-61.5pp | 24.61%-44.1pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,763 | $4,184-57.9% | $3,372-47.7% | $4,740-62.8% |
| Participant deferral / active EE | $5,080 | $5,588-9.1% | $4,625+9.8% | $6,400-20.6% |
| Admin fee / account holder | $2,368 | $9,323-74.6% | $7,339-67.7% | $11,426-79.3% |