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 | $41,298 | $92,703-55.5% | $82,719-50.1% | $134,475-69.3% |
| Participation rate | 72.7% | 75.2%-2.5pp | 72.6%+0.2pp | 81.2%-8.5pp |
| Annual return | -16.15% | 944.92%-961.1pp | 701.18%-717.3pp | 417.96%-434.1pp |
| Employer contribution / active EE | $3,364 | $3,274+2.7% | $3,009+11.8% | $4,740-29.0% |
| Participant deferral / active EE | $5,229 | $4,802+8.9% | $4,395+19.0% | $6,400-18.3% |
| Admin fee / account holder | $763 | $5,983-87.2% | $5,329-85.7% | $11,426-93.3% |