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 8-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 | $53,426 | $92,703-42.4% | $82,719-35.4% | $134,475-60.3% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -14.67% | 944.92%-959.6pp | 701.18%-715.8pp | 417.96%-432.6pp |
| Employer contribution / active EE | $6,956 | $3,274+112.5% | $3,009+131.2% | $4,740+46.8% |
| Participant deferral / active EE | $11,028 | $4,802+129.6% | $4,395+150.9% | $6,400+72.3% |
| Admin fee / account holder | $1,284 | $5,983-78.5% | $5,329-75.9% | $11,426-88.8% |