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 10-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 | $16,139 | $99,640-83.8% | $86,436-81.3% | $134,475-88.0% |
| Participation rate | 90.0% | 82.0%+8.0pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -15.07% | 6782.58%-6797.6pp | 4394.89%-4410.0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $2,497 | $4,400-43.3% | $3,769-33.7% | $4,740-47.3% |
| Participant deferral / active EE | $5,307 | $7,246-26.8% | $6,952-23.7% | $6,400-17.1% |
| Admin fee / account holder | $816 | $8,371-90.3% | $6,731-87.9% | $11,426-92.9% |