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 | $25,903 | $54,350-52.3% | $82,719-68.7% | $68,494-62.2% |
| Participation rate | 97.1% | 63.9%+33.2pp | 72.6%+24.6pp | 67.9%+29.3pp |
| Annual return | -18.12% | -13.67%-4.5pp | 701.18%-719.3pp | -7.84%-10.3pp |
| Employer contribution / active EE | $4,037 | $2,218+82.0% | $3,009+34.2% | $2,596+55.5% |
| Participant deferral / active EE | $3,620 | $3,246+11.5% | $4,395-17.6% | $4,027-10.1% |
| Admin fee / account holder | $3,845 | $4,395-12.5% | $5,329-27.8% | $5,403-28.8% |