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 | $38,382 | $90,600-57.6% | $79,464-51.7% | $135,375-71.6% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 82.6%-11.2pp |
| Annual return | -4.24% | 977.43%-981.7pp | 718.14%-722.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $3,831 | $3,068+24.9% | $2,800+36.8% | $4,779-19.8% |
| Participant deferral / active EE | $3,396 | $4,050-16.2% | $3,704-8.3% | $5,609-39.5% |
| Admin fee / account holder | $6,132 | $5,907+3.8% | $5,113+19.9% | $10,827-43.4% |