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 | $21,953 | $92,703-76.3% | $82,719-73.5% | $134,475-83.7% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -18.35% | 944.92%-963.3pp | 701.18%-719.5pp | 417.96%-436.3pp |
| Employer contribution / active EE | $4,410 | $3,274+34.7% | $3,009+46.6% | $4,740-7.0% |
| Participant deferral / active EE | $6,982 | $4,802+45.4% | $4,395+58.9% | $6,400+9.1% |
| Admin fee / account holder | $5,967 | $5,983-0.3% | $5,329+12.0% | $11,426-47.8% |