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 | $71,113 | $92,703-23.3% | $82,719-14.0% | $134,475-47.1% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -15.43% | 944.92%-960.4pp | 701.18%-716.6pp | 417.96%-433.4pp |
| Employer contribution / active EE | $3,553 | $3,274+8.5% | $3,009+18.1% | $4,740-25.0% |
| Participant deferral / active EE | $12,896 | $4,802+168.6% | $4,395+193.4% | $6,400+101.5% |
| Admin fee / account holder | $1,383 | $5,983-76.9% | $5,329-74.0% | $11,426-87.9% |