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 | $74,339 | $92,703-19.8% | $82,719-10.1% | $134,475-44.7% |
| Participation rate | 84.2% | 75.2%+9.0pp | 72.6%+11.7pp | 81.2%+3.0pp |
| Annual return | -17.66% | 944.92%-962.6pp | 701.18%-718.8pp | 417.96%-435.6pp |
| Employer contribution / active EE | $3,388 | $3,274+3.5% | $3,009+12.6% | $4,740-28.5% |
| Participant deferral / active EE | $5,625 | $4,802+17.1% | $4,395+28.0% | $6,400-12.1% |
| Admin fee / account holder | $1,865 | $5,983-68.8% | $5,329-65.0% | $11,426-83.7% |