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 | $22,074 | $92,703-76.2% | $82,719-73.3% | $134,475-83.6% |
| Participation rate | 93.3% | 75.2%+18.1pp | 72.6%+20.8pp | 81.2%+12.1pp |
| Annual return | -17.13% | 944.92%-962.1pp | 701.18%-718.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $3,313 | $3,274+1.2% | $3,009+10.1% | $4,740-30.1% |
| Participant deferral / active EE | $8,118 | $4,802+69.1% | $4,395+84.7% | $6,400+26.8% |
| Admin fee / account holder | $1,706 | $5,983-71.5% | $5,329-68.0% | $11,426-85.1% |