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 | $28,872 | $84,402-65.8% | $61,373-53.0% | $134,475-78.5% |
| Participation rate | 75.0% | 62.2%+12.8pp | 52.6%+22.4pp | 81.2%-6.2pp |
| Annual return | -15.19% | 584.55%-599.7pp | 338.61%-353.8pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,687 | $1,544+9.2% | $1,159+45.5% | $4,740-64.4% |
| Participant deferral / active EE | $2,635 | $2,819-6.5% | $2,125+24.0% | $6,400-58.8% |
| Admin fee / account holder | $734 | $2,585-71.6% | $2,130-65.5% | $11,426-93.6% |