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 | $38,071 | $92,703-58.9% | $82,719-54.0% | $134,475-71.7% |
| Participation rate | 95.8% | 75.2%+20.6pp | 72.6%+23.3pp | 81.2%+14.6pp |
| Annual return | -18.76% | 944.92%-963.7pp | 701.18%-719.9pp | 417.96%-436.7pp |
| Employer contribution / active EE | $4,726 | $3,274+44.3% | $3,009+57.1% | $4,740-0.3% |
| Participant deferral / active EE | $5,532 | $4,802+15.2% | $4,395+25.9% | $6,400-13.6% |
| Admin fee / account holder | $333 | $5,983-94.4% | $5,329-93.8% | $11,426-97.1% |