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 | $61,648 | $138,065-55.3% | $123,544-50.1% | $135,375-54.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.73% | 153.68%-160.4pp | 119.20%-125.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,330 | $5,151-74.2% | $4,628-71.3% | $4,779-72.2% |
| Participant deferral / active EE | $7,925 | $6,799+16.6% | $6,426+23.3% | $5,609+41.3% |
| Admin fee / account holder | $3,527 | $10,916-67.7% | $9,284-62.0% | $10,827-67.4% |