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 | $8,656 | $92,703-90.7% | $82,719-89.5% | $134,475-93.6% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.6%-2.6pp | 81.2%-11.2pp |
| Annual return | -17.35% | 944.92%-962.3pp | 701.18%-718.5pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,203 | $3,274-63.3% | $3,009-60.0% | $4,740-74.6% |
| Participant deferral / active EE | $2,302 | $4,802-52.1% | $4,395-47.6% | $6,400-64.0% |
| Admin fee / account holder | $604 | $5,983-89.9% | $5,329-88.7% | $11,426-94.7% |