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 5-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 | $12,511 | $92,703-86.5% | $82,719-84.9% | $134,475-90.7% |
| Participation rate | 76.9% | 75.2%+1.7pp | 72.6%+4.4pp | 81.2%-4.3pp |
| Annual return | -14.80% | 944.92%-959.7pp | 701.18%-716.0pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,173 | $3,274-33.6% | $3,009-27.8% | $4,740-54.1% |
| Participant deferral / active EE | $5,454 | $4,802+13.6% | $4,395+24.1% | $6,400-14.8% |
| Admin fee / account holder | $781 | $5,983-86.9% | $5,329-85.3% | $11,426-93.2% |