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 | $52,599 | $129,942-59.5% | $104,294-49.6% | $134,475-60.9% |
| Participation rate | 90.9% | 79.5%+11.4pp | 73.3%+17.6pp | 81.2%+9.7pp |
| Annual return | -15.66% | 42.03%-57.7pp | 24.61%-40.3pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,098 | $4,184-49.9% | $3,372-37.8% | $4,740-55.7% |
| Participant deferral / active EE | $7,564 | $5,588+35.4% | $4,625+63.5% | $6,400+18.2% |
| Admin fee / account holder | $17,871 | $9,323+91.7% | $7,339+143.5% | $11,426+56.4% |