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 | $27,590 | $92,703-70.2% | $82,719-66.6% | $134,475-79.5% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -18.71% | 944.92%-963.6pp | 701.18%-719.9pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,199 | $3,274-32.8% | $3,009-26.9% | $4,740-53.6% |
| Participant deferral / active EE | $5,270 | $4,802+9.7% | $4,395+19.9% | $6,400-17.7% |
| Admin fee / account holder | $885 | $5,983-85.2% | $5,329-83.4% | $11,426-92.3% |