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 | $94,386 | $92,703+1.8% | $82,719+14.1% | $134,475-29.8% |
| Participation rate | 89.5% | 75.2%+14.3pp | 72.6%+16.9pp | 81.2%+8.3pp |
| Annual return | -17.73% | 944.92%-962.7pp | 701.18%-718.9pp | 417.96%-435.7pp |
| Employer contribution / active EE | $3,514 | $3,274+7.3% | $3,009+16.8% | $4,740-25.9% |
| Participant deferral / active EE | $4,343 | $4,802-9.6% | $4,395-1.2% | $6,400-32.1% |
| Admin fee / account holder | $389 | $5,983-93.5% | $5,329-92.7% | $11,426-96.6% |