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 | $67,850 | $92,703-26.8% | $82,719-18.0% | $134,475-49.5% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -16.06% | 944.92%-961.0pp | 701.18%-717.2pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,010 | $3,274-38.6% | $3,009-33.2% | $4,740-57.6% |
| Participant deferral / active EE | $5,663 | $4,802+17.9% | $4,395+28.9% | $6,400-11.5% |
| Admin fee / account holder | $2,799 | $5,983-53.2% | $5,329-47.5% | $11,426-75.5% |