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 7-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 | $35,470 | $92,703-61.7% | $82,719-57.1% | $134,475-73.6% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -19.26% | 944.92%-964.2pp | 701.18%-720.4pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,737 | $3,274-16.4% | $3,009-9.1% | $4,740-42.3% |
| Participant deferral / active EE | $9,608 | $4,802+100.1% | $4,395+118.6% | $6,400+50.1% |
| Admin fee / account holder | $1,813 | $5,983-69.7% | $5,329-66.0% | $11,426-84.1% |