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 | $16,991 | $76,000-77.6% | $154,107-89.0% | $64,186-73.5% |
| Participation rate | 80.8% | 70.4%+10.4pp | 83.0%-2.3pp | 69.6%+11.2pp |
| Annual return | -3.94% | 30.32%-34.3pp | 735.12%-739.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $2,886 | $3,351-13.9% | $5,298-45.5% | $2,381+21.2% |
| Participant deferral / active EE | $2,060 | $3,175-35.1% | $5,081-59.5% | $3,470-40.6% |
| Admin fee / account holder | $8,395 | $5,596+50.0% | $13,411-37.4% | $4,888+71.7% |