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 | $75,267 | $92,703-18.8% | $82,719-9.0% | $134,475-44.0% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -16.40% | 944.92%-961.3pp | 701.18%-717.6pp | 417.96%-434.4pp |
| Employer contribution / active EE | $6,567 | $3,274+100.6% | $3,009+118.3% | $4,740+38.6% |
| Participant deferral / active EE | $8,345 | $4,802+73.8% | $4,395+89.9% | $6,400+30.4% |
| Admin fee / account holder | $418 | $5,983-93.0% | $5,329-92.2% | $11,426-96.3% |