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 8-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 | $34,126 | $92,703-63.2% | $82,719-58.7% | $134,475-74.6% |
| Participation rate | 93.8% | 75.2%+18.6pp | 72.6%+21.2pp | 81.2%+12.5pp |
| Annual return | -14.52% | 944.92%-959.4pp | 701.18%-715.7pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,782 | $3,274-45.6% | $3,009-40.8% | $4,740-62.4% |
| Participant deferral / active EE | $8,388 | $4,802+74.7% | $4,395+90.9% | $6,400+31.1% |
| Admin fee / account holder | $1,270 | $5,983-78.8% | $5,329-76.2% | $11,426-88.9% |