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 | $66,710 | $67,331-0.9% | $60,874+9.6% | $134,475-50.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.76% | 49.93%-67.7pp | 16.90%-34.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $3,744 | $3,096+20.9% | $2,701+38.6% | $4,740-21.0% |
| Participant deferral / active EE | $3,744 | $4,538-17.5% | $3,817-1.9% | $6,400-41.5% |
| Admin fee / account holder | $23,935 | $4,582+422.4% | $3,224+642.3% | $11,426+109.5% |