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 | $18,883 | $138,044-86.3% | $125,339-84.9% | $134,475-86.0% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -5.43% | 750.33%-755.8pp | 572.05%-577.5pp | 417.96%-423.4pp |
| Employer contribution / active EE | $2,842 | $5,243-45.8% | $4,814-41.0% | $4,740-40.0% |
| Participant deferral / active EE | $4,110 | $7,799-47.3% | $7,446-44.8% | $6,400-35.8% |
| Admin fee / account holder | $917 | $11,571-92.1% | $10,010-90.8% | $11,426-92.0% |