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 | $83,862 | $92,703-9.5% | $82,719+1.4% | $134,475-37.6% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -14.82% | 944.92%-959.7pp | 701.18%-716.0pp | 417.96%-432.8pp |
| Employer contribution / active EE | $5,685 | $3,274+73.7% | $3,009+89.0% | $4,740+20.0% |
| Participant deferral / active EE | $10,727 | $4,802+123.4% | $4,395+144.1% | $6,400+67.6% |
| Admin fee / account holder | $662 | $5,983-88.9% | $5,329-87.6% | $11,426-94.2% |