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 7-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 | $37,210 | $92,703-59.9% | $82,719-55.0% | $134,475-72.3% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.4pp | 81.2%+9.7pp |
| Annual return | -16.18% | 944.92%-961.1pp | 701.18%-717.4pp | 417.96%-434.1pp |
| Employer contribution / active EE | $3,460 | $3,274+5.7% | $3,009+15.0% | $4,740-27.0% |
| Participant deferral / active EE | $8,978 | $4,802+87.0% | $4,395+104.3% | $6,400+40.3% |
| Admin fee / account holder | $2,541 | $5,983-57.5% | $5,329-52.3% | $11,426-77.8% |