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 10-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 | $62,575 | $92,703-32.5% | $82,719-24.4% | $134,475-53.5% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.4pp | 81.2%+9.7pp |
| Annual return | -15.22% | 944.92%-960.1pp | 701.18%-716.4pp | 417.96%-433.2pp |
| Employer contribution / active EE | $3,934 | $3,274+20.2% | $3,009+30.8% | $4,740-17.0% |
| Participant deferral / active EE | $2,236 | $4,802-53.4% | $4,395-49.1% | $6,400-65.1% |
| Admin fee / account holder | $7,369 | $5,983+23.2% | $5,329+38.3% | $11,426-35.5% |