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 | $23,619 | $84,402-72.0% | $61,373-61.5% | $134,475-82.4% |
| Participation rate | 90.9% | 62.2%+28.7pp | 52.6%+38.3pp | 81.2%+9.7pp |
| Annual return | -9.98% | 584.55%-594.5pp | 338.61%-348.6pp | 417.96%-427.9pp |
| Employer contribution / active EE | $1,494 | $1,544-3.3% | $1,159+28.8% | $4,740-68.5% |
| Participant deferral / active EE | $3,565 | $2,819+26.4% | $2,125+67.8% | $6,400-44.3% |
| Admin fee / account holder | $558 | $2,585-78.4% | $2,130-73.8% | $11,426-95.1% |