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 | $68,357 | $54,350+25.8% | $82,719-17.4% | $68,494-0.2% |
| Participation rate | 96.6% | 63.9%+32.6pp | 72.6%+24.0pp | 67.9%+28.7pp |
| Annual return | -17.16% | -13.67%-3.5pp | 701.18%-718.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $4,040 | $2,218+82.1% | $3,009+34.3% | $2,596+55.6% |
| Participant deferral / active EE | $9,066 | $3,246+179.3% | $4,395+106.3% | $4,027+125.1% |
| Admin fee / account holder | $4,790 | $4,395+9.0% | $5,329-10.1% | $5,403-11.3% |