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 4-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 | $58,286 | $92,703-37.1% | $82,719-29.5% | $134,475-56.7% |
| Participation rate | 72.7% | 75.2%-2.5pp | 72.6%+0.2pp | 81.2%-8.5pp |
| Annual return | -11.89% | 944.92%-956.8pp | 701.18%-713.1pp | 417.96%-429.9pp |
| Employer contribution / active EE | $1,494 | $3,274-54.4% | $3,009-50.3% | $4,740-68.5% |
| Participant deferral / active EE | $2,568 | $4,802-46.5% | $4,395-41.6% | $6,400-59.9% |
| Admin fee / account holder | $13,477 | $5,983+125.3% | $5,329+152.9% | $11,426+17.9% |