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 | $20,956 | $90,600-76.9% | $79,464-73.6% | $135,375-84.5% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -9.39% | 977.43%-986.8pp | 718.14%-727.5pp | 519.73%-529.1pp |
| Employer contribution / active EE | $1,658 | $3,068-46.0% | $2,800-40.8% | $4,779-65.3% |
| Participant deferral / active EE | $2,292 | $4,050-43.4% | $3,704-38.1% | $5,609-59.1% |
| Admin fee / account holder | $3,623 | $5,907-38.7% | $5,113-29.1% | $10,827-66.5% |