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 | $140,745 | $88,594+58.9% | $70,092+100.8% | $134,475+4.7% |
| Participation rate | 70.0% | 74.9%-4.9pp | 70.5%-0.5pp | 81.2%-11.2pp |
| Annual return | -19.49% | 442.67%-462.2pp | 190.73%-210.2pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,398 | $3,233-25.8% | $2,559-6.3% | $4,740-49.4% |
| Participant deferral / active EE | $5,949 | $4,772+24.7% | $3,849+54.6% | $6,400-7.0% |
| Admin fee / account holder | $46,177 | $10,441+342.3% | $6,267+636.9% | $11,426+304.1% |