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 | $24,512 | $95,971-74.5% | $74,550-67.1% | $135,375-81.9% |
| Participation rate | 90.0% | 75.7%+14.3pp | 69.1%+20.9pp | 82.6%+7.4pp |
| Annual return | -7.97% | 56.96%-64.9pp | 32.53%-40.5pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,523 | $2,716-43.9% | $1,961-22.4% | $4,779-68.1% |
| Participant deferral / active EE | $3,698 | $3,843-3.8% | $3,108+19.0% | $5,609-34.1% |
| Admin fee / account holder | $2,989 | $6,522-54.2% | $5,060-40.9% | $10,827-72.4% |