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 7-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 | $16,502 | $138,044-88.0% | $125,339-86.8% | $134,475-87.7% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -17.33% | 750.33%-767.7pp | 572.05%-589.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $4,192 | $5,243-20.1% | $4,814-12.9% | $4,740-11.6% |
| Participant deferral / active EE | $6,960 | $7,799-10.8% | $7,446-6.5% | $6,400+8.8% |
| Admin fee / account holder | $5,581 | $11,571-51.8% | $10,010-44.2% | $11,426-51.2% |