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 | $89,462 | $92,703-3.5% | $82,719+8.2% | $134,475-33.5% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -15.09% | 944.92%-960.0pp | 701.18%-716.3pp | 417.96%-433.1pp |
| Employer contribution / active EE | $2,622 | $3,274-19.9% | $3,009-12.9% | $4,740-44.7% |
| Participant deferral / active EE | $6,599 | $4,802+37.4% | $4,395+50.2% | $6,400+3.1% |
| Admin fee / account holder | $1,390 | $5,983-76.8% | $5,329-73.9% | $11,426-87.8% |