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 8-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 | $93,070 | $92,703+0.4% | $82,719+12.5% | $134,475-30.8% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -17.90% | 944.92%-962.8pp | 701.18%-719.1pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,050 | $3,274-37.4% | $3,009-31.9% | $4,740-56.7% |
| Participant deferral / active EE | $2,251 | $4,802-53.1% | $4,395-48.8% | $6,400-64.8% |
| Admin fee / account holder | $1,634 | $5,983-72.7% | $5,329-69.3% | $11,426-85.7% |