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 | $155,909 | $92,703+68.2% | $82,719+88.5% | $134,475+15.9% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -16.57% | 944.92%-961.5pp | 701.18%-717.7pp | 417.96%-434.5pp |
| Employer contribution / active EE | $3,559 | $3,274+8.7% | $3,009+18.3% | $4,740-24.9% |
| Participant deferral / active EE | $10,053 | $4,802+109.4% | $4,395+128.7% | $6,400+57.1% |
| Admin fee / account holder | $1,781 | $5,983-70.2% | $5,329-66.6% | $11,426-84.4% |