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 | $32,425 | $88,594-63.4% | $70,092-53.7% | $134,475-75.9% |
| Participation rate | 77.8% | 74.9%+2.8pp | 70.5%+7.3pp | 81.2%-3.4pp |
| Annual return | -17.67% | 442.67%-460.3pp | 190.73%-208.4pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,028 | $3,233-37.3% | $2,559-20.7% | $4,740-57.2% |
| Participant deferral / active EE | $6,859 | $4,772+43.7% | $3,849+78.2% | $6,400+7.2% |
| Admin fee / account holder | $5,172 | $10,441-50.5% | $6,267-17.5% | $11,426-54.7% |