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 10-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 | $91,557 | $92,703-1.2% | $82,719+10.7% | $134,475-31.9% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -16.46% | 944.92%-961.4pp | 701.18%-717.6pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,567 | $3,274-21.6% | $3,009-14.7% | $4,740-45.8% |
| Participant deferral / active EE | $5,171 | $4,802+7.7% | $4,395+17.6% | $6,400-19.2% |
| Admin fee / account holder | $646 | $5,983-89.2% | $5,329-87.9% | $11,426-94.3% |