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 | $17,630 | $138,044-87.2% | $125,339-85.9% | $134,475-86.9% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -19.79% | 750.33%-770.1pp | 572.05%-591.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,756 | $5,243-66.5% | $4,814-63.5% | $4,740-63.0% |
| Participant deferral / active EE | $5,429 | $7,799-30.4% | $7,446-27.1% | $6,400-15.2% |
| Admin fee / account holder | $868 | $11,571-92.5% | $10,010-91.3% | $11,426-92.4% |