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 6-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 | $19,709 | $106,543-81.5% | $91,220-78.4% | $134,475-85.3% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.2%+14.3pp | 81.2%+6.3pp |
| Annual return | -18.62% | 160.60%-179.2pp | 114.01%-132.6pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,650 | $3,331-20.4% | $2,850-7.0% | $4,740-44.1% |
| Participant deferral / active EE | $7,156 | $4,719+51.6% | $4,234+69.0% | $6,400+11.8% |
| Admin fee / account holder | $430 | $6,231-93.1% | $5,420-92.1% | $11,426-96.2% |