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 | $15,182 | $138,044-89.0% | $125,339-87.9% | $134,475-88.7% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -17.41% | 750.33%-767.7pp | 572.05%-589.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $2,009 | $5,243-61.7% | $4,814-58.3% | $4,740-57.6% |
| Participant deferral / active EE | $4,451 | $7,799-42.9% | $7,446-40.2% | $6,400-30.5% |
| Admin fee / account holder | $9,344 | $11,571-19.3% | $10,010-6.7% | $11,426-18.2% |