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 7-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 | $68,113 | $106,543-36.1% | $91,220-25.3% | $134,475-49.3% |
| Participation rate | 94.7% | 76.8%+17.9pp | 73.2%+21.5pp | 81.2%+13.5pp |
| Annual return | -14.90% | 160.60%-175.5pp | 114.01%-128.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $2,632 | $3,331-21.0% | $2,850-7.7% | $4,740-44.5% |
| Participant deferral / active EE | $4,613 | $4,719-2.3% | $4,234+9.0% | $6,400-27.9% |
| Admin fee / account holder | $553 | $6,231-91.1% | $5,420-89.8% | $11,426-95.2% |