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 | $41,726 | $92,703-55.0% | $82,719-49.6% | $134,475-69.0% |
| Participation rate | 72.7% | 75.2%-2.5pp | 72.6%+0.2pp | 81.2%-8.5pp |
| Annual return | -17.80% | 944.92%-962.7pp | 701.18%-719.0pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,730 | $3,274-47.2% | $3,009-42.5% | $4,740-63.5% |
| Participant deferral / active EE | $1,784 | $4,802-62.9% | $4,395-59.4% | $6,400-72.1% |
| Admin fee / account holder | $1,754 | $5,983-70.7% | $5,329-67.1% | $11,426-84.7% |