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 10-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 | $88,856 | $92,703-4.1% | $82,719+7.4% | $134,475-33.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.83% | 944.92%-963.7pp | 701.18%-720.0pp | 417.96%-436.8pp |
| Employer contribution / active EE | $3,800 | $3,274+16.1% | $3,009+26.3% | $4,740-19.8% |
| Participant deferral / active EE | $8,625 | $4,802+79.6% | $4,395+96.2% | $6,400+34.8% |
| Admin fee / account holder | $1,882 | $5,983-68.5% | $5,329-64.7% | $11,426-83.5% |