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 | $8,594 | $92,703-90.7% | $82,719-89.6% | $134,475-93.6% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -6.49% | 944.92%-951.4pp | 701.18%-707.7pp | 417.96%-424.5pp |
| Employer contribution / active EE | $2,231 | $3,274-31.8% | $3,009-25.8% | $4,740-52.9% |
| Participant deferral / active EE | $1,875 | $4,802-61.0% | $4,395-57.3% | $6,400-70.7% |
| Admin fee / account holder | $1,469 | $5,983-75.5% | $5,329-72.4% | $11,426-87.1% |