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 | $11,378 | $92,703-87.7% | $82,719-86.2% | $134,475-91.5% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -15.15% | 944.92%-960.1pp | 701.18%-716.3pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,573 | $3,274-52.0% | $3,009-47.7% | $4,740-66.8% |
| Participant deferral / active EE | $1,849 | $4,802-61.5% | $4,395-57.9% | $6,400-71.1% |
| Admin fee / account holder | $7,662 | $5,983+28.1% | $5,329+43.8% | $11,426-32.9% |