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 | $22,342 | $152,509-85.4% | $117,472-81.0% | $134,475-83.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.39% | 52.99%-72.4pp | 29.74%-49.1pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,051 | $5,571-63.2% | $4,176-50.9% | $4,740-56.7% |
| Participant deferral / active EE | $3,426 | $4,818-28.9% | $4,070-15.8% | $6,400-46.5% |
| Admin fee / account holder | $7,155 | $7,004+2.2% | $5,645+26.8% | $11,426-37.4% |