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 | $47,165 | $92,703-49.1% | $82,719-43.0% | $134,475-64.9% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.4pp |
| Annual return | -20.53% | 944.92%-965.5pp | 701.18%-721.7pp | 417.96%-438.5pp |
| Employer contribution / active EE | $1,123 | $3,274-65.7% | $3,009-62.7% | $4,740-76.3% |
| Participant deferral / active EE | $4,274 | $4,802-11.0% | $4,395-2.8% | $6,400-33.2% |
| Admin fee / account holder | $2,412 | $5,983-59.7% | $5,329-54.7% | $11,426-78.9% |