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 | $28,233 | $92,703-69.5% | $82,719-65.9% | $134,475-79.0% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -19.49% | 944.92%-964.4pp | 701.18%-720.7pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,904 | $3,274-41.8% | $3,009-36.7% | $4,740-59.8% |
| Participant deferral / active EE | $6,486 | $4,802+35.1% | $4,395+47.6% | $6,400+1.4% |
| Admin fee / account holder | $326 | $5,983-94.6% | $5,329-93.9% | $11,426-97.1% |