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 | $53,849 | $106,543-49.5% | $91,220-41.0% | $134,475-60.0% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.2%+14.3pp | 81.2%+6.3pp |
| Annual return | -9.20% | 160.60%-169.8pp | 114.01%-123.2pp | 417.96%-427.2pp |
| Employer contribution / active EE | $2,697 | $3,331-19.0% | $2,850-5.4% | $4,740-43.1% |
| Participant deferral / active EE | $5,931 | $4,719+25.7% | $4,234+40.1% | $6,400-7.3% |
| Admin fee / account holder | $5,349 | $6,231-14.2% | $5,420-1.3% | $11,426-53.2% |