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 | $85,817 | $92,703-7.4% | $82,719+3.7% | $134,475-36.2% |
| Participation rate | 86.7% | 75.2%+11.5pp | 72.6%+14.1pp | 81.2%+5.4pp |
| Annual return | -14.67% | 944.92%-959.6pp | 701.18%-715.8pp | 417.96%-432.6pp |
| Employer contribution / active EE | $3,854 | $3,274+17.7% | $3,009+28.1% | $4,740-18.7% |
| Participant deferral / active EE | $6,622 | $4,802+37.9% | $4,395+50.7% | $6,400+3.5% |
| Admin fee / account holder | $9,801 | $5,983+63.8% | $5,329+83.9% | $11,426-14.2% |