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 8-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 | $25,455 | $190,805-86.7% | $159,960-84.1% | $134,475-81.1% |
| Participation rate | 83.3% | 81.9%+1.4pp | 78.0%+5.4pp | 81.2%+2.1pp |
| Annual return | -17.67% | 552.23%-569.9pp | 408.60%-426.3pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,636 | $4,995-67.3% | $4,226-61.3% | $4,740-65.5% |
| Participant deferral / active EE | $2,680 | $6,923-61.3% | $6,182-56.7% | $6,400-58.1% |
| Admin fee / account holder | $362 | $10,471-96.5% | $8,698-95.8% | $11,426-96.8% |