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 7-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 | $48,551 | $92,703-47.6% | $82,719-41.3% | $134,475-63.9% |
| Participation rate | 78.6% | 75.2%+3.4pp | 72.6%+6.0pp | 81.2%-2.7pp |
| Annual return | -19.68% | 944.92%-964.6pp | 701.18%-720.9pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,762 | $3,274-15.6% | $3,009-8.2% | $4,740-41.7% |
| Participant deferral / active EE | $7,508 | $4,802+56.4% | $4,395+70.8% | $6,400+17.3% |
| Admin fee / account holder | $885 | $5,983-85.2% | $5,329-83.4% | $11,426-92.3% |