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 | $61,978 | $84,402-26.6% | $61,373+1.0% | $134,475-53.9% |
| Participation rate | 85.7% | 62.2%+23.5pp | 52.6%+33.1pp | 81.2%+4.5pp |
| Annual return | -13.78% | 584.55%-598.3pp | 338.61%-352.4pp | 417.96%-431.7pp |
| Employer contribution / active EE | $4,505 | $1,544+191.7% | $1,159+288.6% | $4,740-4.9% |
| Participant deferral / active EE | $6,831 | $2,819+142.3% | $2,125+221.5% | $6,400+6.7% |
| Admin fee / account holder | $1,628 | $2,585-37.0% | $2,130-23.6% | $11,426-85.8% |