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 | $21,001 | $190,805-89.0% | $159,960-86.9% | $134,475-84.4% |
| Participation rate | 83.3% | 81.9%+1.4pp | 78.0%+5.4pp | 81.2%+2.1pp |
| Annual return | -16.63% | 552.23%-568.9pp | 408.60%-425.2pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,374 | $4,995-52.5% | $4,226-43.8% | $4,740-49.9% |
| Participant deferral / active EE | $5,567 | $6,923-19.6% | $6,182-10.0% | $6,400-13.0% |
| Admin fee / account holder | $1,787 | $10,471-82.9% | $8,698-79.5% | $11,426-84.4% |