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 | $25,077 | $95,971-73.9% | $74,550-66.4% | $135,375-81.5% |
| Participation rate | 73.3% | 75.7%-2.3pp | 69.1%+4.2pp | 82.6%-9.3pp |
| Annual return | -6.75% | 56.96%-63.7pp | 32.53%-39.3pp | 519.73%-526.5pp |
| Employer contribution / active EE | $951 | $2,716-65.0% | $1,961-51.5% | $4,779-80.1% |
| Participant deferral / active EE | $3,527 | $3,843-8.2% | $3,108+13.5% | $5,609-37.1% |
| Admin fee / account holder | $330 | $6,522-94.9% | $5,060-93.5% | $10,827-96.9% |