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 | $32,604 | $88,594-63.2% | $70,092-53.5% | $134,475-75.8% |
| Participation rate | 93.8% | 74.9%+18.8pp | 70.5%+23.3pp | 81.2%+12.5pp |
| Annual return | -12.52% | 442.67%-455.2pp | 190.73%-203.3pp | 417.96%-430.5pp |
| Employer contribution / active EE | $2,256 | $3,233-30.2% | $2,559-11.8% | $4,740-52.4% |
| Participant deferral / active EE | $7,071 | $4,772+48.2% | $3,849+83.7% | $6,400+10.5% |
| Admin fee / account holder | $20,944 | $10,441+100.6% | $6,267+234.2% | $11,426+83.3% |