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 8-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 | $17,790 | $133,958-86.7% | $112,228-84.1% | $134,475-86.8% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -19.69% | 47.11%-66.8pp | 27.45%-47.1pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,818 | $4,038-55.0% | $3,635-50.0% | $4,740-61.6% |
| Participant deferral / active EE | $4,032 | $5,291-23.8% | $4,728-14.7% | $6,400-37.0% |
| Admin fee / account holder | $671 | $7,489-91.0% | $6,410-89.5% | $11,426-94.1% |