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 | $89,790 | $138,065-35.0% | $123,544-27.3% | $135,375-33.7% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -4.64% | 153.68%-158.3pp | 119.20%-123.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $4,210 | $5,151-18.3% | $4,628-9.0% | $4,779-11.9% |
| Participant deferral / active EE | $6,761 | $6,799-0.6% | $6,426+5.2% | $5,609+20.5% |
| Admin fee / account holder | $37,663 | $10,916+245.0% | $9,284+305.7% | $10,827+247.9% |