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 | $64,667 | $92,703-30.2% | $82,719-21.8% | $134,475-51.9% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.6%-2.6pp | 81.2%-11.2pp |
| Annual return | -18.15% | 944.92%-963.1pp | 701.18%-719.3pp | 417.96%-436.1pp |
| Employer contribution / active EE | $3,954 | $3,274+20.8% | $3,009+31.4% | $4,740-16.6% |
| Participant deferral / active EE | $8,683 | $4,802+80.8% | $4,395+97.6% | $6,400+35.7% |
| Admin fee / account holder | $3,395 | $5,983-43.3% | $5,329-36.3% | $11,426-70.3% |