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 | $79,242 | $91,538-13.4% | $129,995-39.0% | $75,163+5.4% |
| Participation rate | 98.4% | 71.4%+26.9pp | 78.5%+19.9pp | 67.2%+31.2pp |
| Annual return | 67.60% | -631.11%+698.7pp | -137.18%+204.8pp | 160.62%-93.0pp |
| Employer contribution / active EE | $4,372 | $2,845+53.7% | $4,320+1.2% | $2,670+63.8% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,745 | $6,790-74.3% | $10,614-83.6% | $5,651-69.1% |