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 | $16,564 | $106,543-84.5% | $91,220-81.8% | $134,475-87.7% |
| Participation rate | 83.3% | 76.8%+6.5pp | 73.2%+10.1pp | 81.2%+2.1pp |
| Annual return | -17.57% | 160.60%-178.2pp | 114.01%-131.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,311 | $3,331-30.6% | $2,850-18.9% | $4,740-51.2% |
| Participant deferral / active EE | $1,795 | $4,719-62.0% | $4,234-57.6% | $6,400-72.0% |
| Admin fee / account holder | $622 | $6,231-90.0% | $5,420-88.5% | $11,426-94.6% |