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 | $30,956 | $92,703-66.6% | $82,719-62.6% | $134,475-77.0% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -20.11% | 944.92%-965.0pp | 701.18%-721.3pp | 417.96%-438.1pp |
| Employer contribution / active EE | $3,840 | $3,274+17.3% | $3,009+27.6% | $4,740-19.0% |
| Participant deferral / active EE | $6,735 | $4,802+40.2% | $4,395+53.2% | $6,400+5.2% |
| Admin fee / account holder | $11,273 | $5,983+88.4% | $5,329+111.5% | $11,426-1.3% |