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 6-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 | $42,955 | $152,509-71.8% | $117,472-63.4% | $134,475-68.1% |
| Participation rate | 83.3% | 77.1%+6.2pp | 70.6%+12.7pp | 81.2%+2.1pp |
| Annual return | -8.43% | 52.99%-61.4pp | 29.74%-38.2pp | 417.96%-426.4pp |
| Employer contribution / active EE | $10,896 | $5,571+95.6% | $4,176+160.9% | $4,740+129.9% |
| Participant deferral / active EE | $4,500 | $4,818-6.6% | $4,070+10.6% | $6,400-29.7% |
| Admin fee / account holder | $783 | $7,004-88.8% | $5,645-86.1% | $11,426-93.1% |