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 | $16,791 | $190,805-91.2% | $159,960-89.5% | $134,475-87.5% |
| Participation rate | 93.3% | 81.9%+11.4pp | 78.0%+15.4pp | 81.2%+12.1pp |
| Annual return | -20.28% | 552.23%-572.5pp | 408.60%-428.9pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,537 | $4,995-49.2% | $4,226-40.0% | $4,740-46.5% |
| Participant deferral / active EE | $4,630 | $6,923-33.1% | $6,182-25.1% | $6,400-27.7% |
| Admin fee / account holder | $916 | $10,471-91.3% | $8,698-89.5% | $11,426-92.0% |