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 9-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 | $63,273 | $147,727-57.2% | $115,756-45.3% | $134,475-52.9% |
| Participation rate | 95.5% | 80.4%+15.0pp | 77.1%+18.4pp | 81.2%+14.2pp |
| Annual return | -17.01% | 73.96%-91.0pp | 143.14%-160.2pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,734 | $4,713-63.2% | $3,793-54.3% | $4,740-63.4% |
| Participant deferral / active EE | $8,838 | $7,563+16.9% | $6,254+41.3% | $6,400+38.1% |
| Admin fee / account holder | $1,236 | $14,571-91.5% | $8,124-84.8% | $11,426-89.2% |