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 | $41,541 | $92,703-55.2% | $82,719-49.8% | $134,475-69.1% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.6%+9.3pp | 81.2%+0.6pp |
| Annual return | -19.13% | 944.92%-964.1pp | 701.18%-720.3pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,380 | $3,274-57.9% | $3,009-54.1% | $4,740-70.9% |
| Participant deferral / active EE | $5,113 | $4,802+6.5% | $4,395+16.3% | $6,400-20.1% |
| Admin fee / account holder | $391 | $5,983-93.5% | $5,329-92.7% | $11,426-96.6% |