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 | $59,886 | $92,703-35.4% | $82,719-27.6% | $134,475-55.5% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -11.70% | 944.92%-956.6pp | 701.18%-712.9pp | 417.96%-429.7pp |
| Employer contribution / active EE | $1,654 | $3,274-49.5% | $3,009-45.0% | $4,740-65.1% |
| Participant deferral / active EE | $2,557 | $4,802-46.8% | $4,395-41.8% | $6,400-60.1% |
| Admin fee / account holder | $82,096 | $5,983+1272.3% | $5,329+1440.6% | $11,426+618.5% |