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 | $20,108 | $190,805-89.5% | $159,960-87.4% | $134,475-85.0% |
| Participation rate | 88.2% | 81.9%+6.3pp | 78.0%+10.3pp | 81.2%+7.0pp |
| Annual return | -19.49% | 552.23%-571.7pp | 408.60%-428.1pp | 417.96%-437.5pp |
| Employer contribution / active EE | $2,205 | $4,995-55.8% | $4,226-47.8% | $4,740-53.5% |
| Participant deferral / active EE | $3,827 | $6,923-44.7% | $6,182-38.1% | $6,400-40.2% |
| Admin fee / account holder | $8,721 | $10,471-16.7% | $8,698+0.3% | $11,426-23.7% |