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 | $61,298 | $92,703-33.9% | $82,719-25.9% | $134,475-54.4% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.6%+9.3pp | 81.2%+0.6pp |
| Annual return | -16.93% | 944.92%-961.9pp | 701.18%-718.1pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,036 | $3,274-37.8% | $3,009-32.3% | $4,740-57.0% |
| Participant deferral / active EE | $6,691 | $4,802+39.3% | $4,395+52.3% | $6,400+4.6% |
| Admin fee / account holder | $817 | $5,983-86.4% | $5,329-84.7% | $11,426-92.9% |