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 | $43,443 | $92,703-53.1% | $82,719-47.5% | $134,475-67.7% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -15.10% | 944.92%-960.0pp | 701.18%-716.3pp | 417.96%-433.1pp |
| Employer contribution / active EE | $3,738 | $3,274+14.2% | $3,009+24.2% | $4,740-21.1% |
| Participant deferral / active EE | $4,386 | $4,802-8.7% | $4,395-0.2% | $6,400-31.5% |
| Admin fee / account holder | $2,501 | $5,983-58.2% | $5,329-53.1% | $11,426-78.1% |