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 6-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 | $24,359 | $84,402-71.1% | $61,373-60.3% | $134,475-81.9% |
| Participation rate | 83.3% | 62.2%+21.1pp | 52.6%+30.8pp | 81.2%+2.1pp |
| Annual return | -20.89% | 584.55%-605.4pp | 338.61%-359.5pp | 417.96%-438.9pp |
| Employer contribution / active EE | $1,103 | $1,544-28.6% | $1,159-4.8% | $4,740-76.7% |
| Participant deferral / active EE | $5,956 | $2,819+111.3% | $2,125+180.3% | $6,400-6.9% |
| Admin fee / account holder | $480 | $2,585-81.4% | $2,130-77.4% | $11,426-95.8% |