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 9-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 | $75,778 | $67,331+12.5% | $60,874+24.5% | $134,475-43.6% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.1%+8.7pp | 81.2%+0.6pp |
| Annual return | -7.71% | 49.93%-57.6pp | 16.90%-24.6pp | 417.96%-425.7pp |
| Employer contribution / active EE | $2,430 | $3,096-21.5% | $2,701-10.1% | $4,740-48.7% |
| Participant deferral / active EE | $2,430 | $4,538-46.5% | $3,817-36.3% | $6,400-62.0% |
| Admin fee / account holder | $20,969 | $4,582+357.6% | $3,224+550.3% | $11,426+83.5% |