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 | $20,562 | $90,600-77.3% | $79,464-74.1% | $135,375-84.8% |
| Participation rate | 93.8% | 76.0%+17.7pp | 73.3%+20.4pp | 82.6%+11.1pp |
| Annual return | -5.18% | 977.43%-982.6pp | 718.14%-723.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $856 | $3,068-72.1% | $2,800-69.4% | $4,779-82.1% |
| Participant deferral / active EE | $2,434 | $4,050-39.9% | $3,704-34.3% | $5,609-56.6% |
| Admin fee / account holder | $8,926 | $5,907+51.1% | $5,113+74.6% | $10,827-17.6% |