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 | $29,370 | $138,065-78.7% | $123,544-76.2% | $135,375-78.3% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -7.08% | 153.68%-160.8pp | 119.20%-126.3pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,799 | $5,151-65.1% | $4,628-61.1% | $4,779-62.3% |
| Participant deferral / active EE | $2,527 | $6,799-62.8% | $6,426-60.7% | $5,609-55.0% |
| Admin fee / account holder | $493 | $10,916-95.5% | $9,284-94.7% | $10,827-95.4% |