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 | $55,672 | $135,635-59.0% | $110,238-49.5% | $135,375-58.9% |
| Participation rate | 70.6% | 83.5%-12.9pp | 79.8%-9.2pp | 82.6%-12.1pp |
| Annual return | -7.12% | 513.19%-520.3pp | 314.74%-321.9pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,057 | $4,906-78.5% | $3,826-72.4% | $4,779-77.9% |
| Participant deferral / active EE | $4,146 | $5,506-24.7% | $4,672-11.3% | $5,609-26.1% |
| Admin fee / account holder | $9,742 | $11,457-15.0% | $8,547+14.0% | $10,827-10.0% |