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 5-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 | $15,176 | $138,044-89.0% | $125,339-87.9% | $134,475-88.7% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -20.56% | 750.33%-770.9pp | 572.05%-592.6pp | 417.96%-438.5pp |
| Employer contribution / active EE | $1,503 | $5,243-71.3% | $4,814-68.8% | $4,740-68.3% |
| Participant deferral / active EE | $5,045 | $7,799-35.3% | $7,446-32.3% | $6,400-21.2% |
| Admin fee / account holder | $810 | $11,571-93.0% | $10,010-91.9% | $11,426-92.9% |