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 5-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 | $50,078 | $106,543-53.0% | $91,220-45.1% | $134,475-62.8% |
| Participation rate | 93.8% | 76.8%+16.9pp | 73.2%+20.6pp | 81.2%+12.5pp |
| Annual return | -20.16% | 160.60%-180.8pp | 114.01%-134.2pp | 417.96%-438.1pp |
| Employer contribution / active EE | $3,335 | $3,331+0.1% | $2,850+17.0% | $4,740-29.6% |
| Participant deferral / active EE | $7,116 | $4,719+50.8% | $4,234+68.1% | $6,400+11.2% |
| Admin fee / account holder | $7,628 | $6,231+22.4% | $5,420+40.8% | $11,426-33.2% |