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 6-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 | $16,125 | $138,044-88.3% | $125,339-87.1% | $134,475-88.0% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -2.03% | 750.33%-752.4pp | 572.05%-574.1pp | 417.96%-420.0pp |
| Employer contribution / active EE | $3,517 | $5,243-32.9% | $4,814-26.9% | $4,740-25.8% |
| Participant deferral / active EE | $7,455 | $7,799-4.4% | $7,446+0.1% | $6,400+16.5% |
| Admin fee / account holder | $376 | $11,571-96.8% | $10,010-96.2% | $11,426-96.7% |