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 | $68,995 | $92,703-25.6% | $82,719-16.6% | $134,475-48.7% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -17.14% | 944.92%-962.1pp | 701.18%-718.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,257 | $3,274-61.6% | $3,009-58.2% | $4,740-73.5% |
| Participant deferral / active EE | $3,757 | $4,802-21.8% | $4,395-14.5% | $6,400-41.3% |
| Admin fee / account holder | $1,562 | $5,983-73.9% | $5,329-70.7% | $11,426-86.3% |