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 5-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 | $18,694 | $92,703-79.8% | $82,719-77.4% | $134,475-86.1% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -12.54% | 944.92%-957.5pp | 701.18%-713.7pp | 417.96%-430.5pp |
| Employer contribution / active EE | $7,613 | $3,274+132.5% | $3,009+153.0% | $4,740+60.6% |
| Participant deferral / active EE | $6,639 | $4,802+38.3% | $4,395+51.1% | $6,400+3.7% |
| Admin fee / account holder | $513 | $5,983-91.4% | $5,329-90.4% | $11,426-95.5% |