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 | $91,179 | $92,703-1.6% | $82,719+10.2% | $134,475-32.2% |
| Participation rate | 72.7% | 75.2%-2.5pp | 72.6%+0.2pp | 81.2%-8.5pp |
| Annual return | -12.17% | 944.92%-957.1pp | 701.18%-713.3pp | 417.96%-430.1pp |
| Employer contribution / active EE | $1,215 | $3,274-62.9% | $3,009-59.6% | $4,740-74.4% |
| Participant deferral / active EE | $3,978 | $4,802-17.2% | $4,395-9.5% | $6,400-37.8% |
| Admin fee / account holder | $1,915 | $5,983-68.0% | $5,329-64.1% | $11,426-83.2% |