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 | $45,218 | $92,703-51.2% | $82,719-45.3% | $134,475-66.4% |
| Participation rate | 92.3% | 75.2%+17.1pp | 72.6%+19.8pp | 81.2%+11.1pp |
| Annual return | -11.56% | 944.92%-956.5pp | 701.18%-712.7pp | 417.96%-429.5pp |
| Employer contribution / active EE | $2,790 | $3,274-14.8% | $3,009-7.3% | $4,740-41.1% |
| Participant deferral / active EE | $5,192 | $4,802+8.1% | $4,395+18.1% | $6,400-18.9% |
| Admin fee / account holder | $16,420 | $5,983+174.5% | $5,329+208.1% | $11,426+43.7% |