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 | $78,173 | $48,274+61.9% | $63,517+23.1% | $59,632+31.1% |
| Participation rate | 86.3% | 66.3%+20.0pp | 71.0%+15.2pp | 68.7%+17.6pp |
| Annual return | -1.03% | -240.79%+239.8pp | -70.30%+69.3pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $971 | $1,586-38.8% | $2,322-58.2% | $2,203-55.9% |
| Participant deferral / active EE | $3,888 | $2,343+66.0% | $2,953+31.6% | $3,192+21.8% |
| Admin fee / account holder | $2,590 | $3,600-28.1% | $5,892-56.0% | $4,297-39.7% |