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 | $68,643 | $90,600-24.2% | $79,464-13.6% | $135,375-49.3% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 82.6%-11.2pp |
| Annual return | -6.30% | 977.43%-983.7pp | 718.14%-724.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $4,320 | $3,068+40.8% | $2,800+54.3% | $4,779-9.6% |
| Participant deferral / active EE | $8,844 | $4,050+118.3% | $3,704+138.8% | $5,609+57.7% |
| Admin fee / account holder | $407 | $5,907-93.1% | $5,113-92.0% | $10,827-96.2% |