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 | $52,323 | $84,402-38.0% | $61,373-14.7% | $134,475-61.1% |
| Participation rate | 80.0% | 62.2%+17.8pp | 52.6%+27.4pp | 81.2%-1.2pp |
| Annual return | -19.27% | 584.55%-603.8pp | 338.61%-357.9pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,419 | $1,544+56.6% | $1,159+108.6% | $4,740-49.0% |
| Participant deferral / active EE | $8,843 | $2,819+213.7% | $2,125+316.2% | $6,400+38.2% |
| Admin fee / account holder | $748 | $2,585-71.1% | $2,130-64.9% | $11,426-93.5% |