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 | $49,788 | $95,971-48.1% | $74,550-33.2% | $135,375-63.2% |
| Participation rate | 94.7% | 75.7%+19.1pp | 69.1%+25.6pp | 82.6%+12.1pp |
| Annual return | -6.81% | 56.96%-63.8pp | 32.53%-39.3pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,825 | $2,716-32.8% | $1,961-6.9% | $4,779-61.8% |
| Participant deferral / active EE | $4,249 | $3,843+10.5% | $3,108+36.7% | $5,609-24.2% |
| Admin fee / account holder | $7,027 | $6,522+7.8% | $5,060+38.9% | $10,827-35.1% |