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 | $17,892 | $138,044-87.0% | $125,339-85.7% | $134,475-86.7% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -17.46% | 750.33%-767.8pp | 572.05%-589.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3,433 | $5,243-34.5% | $4,814-28.7% | $4,740-27.6% |
| Participant deferral / active EE | $3,937 | $7,799-49.5% | $7,446-47.1% | $6,400-38.5% |
| Admin fee / account holder | $618 | $11,571-94.7% | $10,010-93.8% | $11,426-94.6% |