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 | $53,575 | $84,487-36.6% | $125,339-57.3% | $66,914-19.9% |
| Participation rate | 80.3% | 76.4%+3.9pp | 82.4%-2.1pp | 69.8%+10.5pp |
| Annual return | -17.17% | -8.39%-8.8pp | 572.05%-589.2pp | 1.58%-18.7pp |
| Employer contribution / active EE | $4,073 | $3,553+14.6% | $4,814-15.4% | $2,544+60.1% |
| Participant deferral / active EE | $9,269 | $6,781+36.7% | $7,446+24.5% | $4,237+118.8% |
| Admin fee / account holder | $3,612 | $685+427.3% | $10,010-63.9% | $593+508.9% |