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 8-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 | $67,782 | $92,703-26.9% | $82,719-18.1% | $134,475-49.6% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -20.52% | 944.92%-965.4pp | 701.18%-721.7pp | 417.96%-438.5pp |
| Employer contribution / active EE | $3,096 | $3,274-5.4% | $3,009+2.9% | $4,740-34.7% |
| Participant deferral / active EE | $5,498 | $4,802+14.5% | $4,395+25.1% | $6,400-14.1% |
| Admin fee / account holder | $1,034 | $5,983-82.7% | $5,329-80.6% | $11,426-91.0% |