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 7-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 | $21,701 | $92,703-76.6% | $82,719-73.8% | $134,475-83.9% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -12.63% | 944.92%-957.6pp | 701.18%-713.8pp | 417.96%-430.6pp |
| Employer contribution / active EE | $2,500 | $3,274-23.6% | $3,009-16.9% | $4,740-47.3% |
| Participant deferral / active EE | $6,054 | $4,802+26.1% | $4,395+37.7% | $6,400-5.4% |
| Admin fee / account holder | $12,577 | $5,983+110.2% | $5,329+136.0% | $11,426+10.1% |