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 | $80,123 | $106,543-24.8% | $91,220-12.2% | $134,475-40.4% |
| Participation rate | 87.0% | 76.8%+10.1pp | 73.2%+13.8pp | 81.2%+5.7pp |
| Annual return | -17.79% | 160.60%-178.4pp | 114.01%-131.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,711 | $3,331-48.6% | $2,850-40.0% | $4,740-63.9% |
| Participant deferral / active EE | $2,451 | $4,719-48.1% | $4,234-42.1% | $6,400-61.7% |
| Admin fee / account holder | $1,612 | $6,231-74.1% | $5,420-70.3% | $11,426-85.9% |