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 | $50,547 | $92,703-45.5% | $82,719-38.9% | $134,475-62.4% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -17.18% | 944.92%-962.1pp | 701.18%-718.4pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,503 | $3,274-54.1% | $3,009-50.0% | $4,740-68.3% |
| Participant deferral / active EE | $8,364 | $4,802+74.2% | $4,395+90.3% | $6,400+30.7% |
| Admin fee / account holder | $1,948 | $5,983-67.4% | $5,329-63.5% | $11,426-83.0% |