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 | $24,064 | $84,402-71.5% | $61,373-60.8% | $134,475-82.1% |
| Participation rate | 77.8% | 62.2%+15.6pp | 52.6%+25.2pp | 81.2%-3.4pp |
| Annual return | -15.61% | 584.55%-600.2pp | 338.61%-354.2pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,465 | $1,544-5.1% | $1,159+26.4% | $4,740-69.1% |
| Participant deferral / active EE | $5,054 | $2,819+79.3% | $2,125+137.8% | $6,400-21.0% |
| Admin fee / account holder | $1,658 | $2,585-35.9% | $2,130-22.1% | $11,426-85.5% |