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 | $28,752 | $92,703-69.0% | $82,719-65.2% | $134,475-78.6% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -19.32% | 944.92%-964.2pp | 701.18%-720.5pp | 417.96%-437.3pp |
| Employer contribution / active EE | $3,616 | $3,274+10.4% | $3,009+20.2% | $4,740-23.7% |
| Participant deferral / active EE | $9,832 | $4,802+104.7% | $4,395+123.7% | $6,400+53.6% |
| Admin fee / account holder | $5,208 | $5,983-12.9% | $5,329-2.3% | $11,426-54.4% |