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 | $39,092 | $84,402-53.7% | $61,373-36.3% | $134,475-70.9% |
| Participation rate | 71.4% | 62.2%+9.2pp | 52.6%+18.9pp | 81.2%-9.8pp |
| Annual return | -21.61% | 584.55%-606.2pp | 338.61%-360.2pp | 417.96%-439.6pp |
| Employer contribution / active EE | $2,557 | $1,544+65.5% | $1,159+120.5% | $4,740-46.1% |
| Participant deferral / active EE | $5,257 | $2,819+86.5% | $2,125+147.4% | $6,400-17.9% |
| Admin fee / account holder | $2,822 | $2,585+9.1% | $2,130+32.5% | $11,426-75.3% |