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 | $39,713 | $92,703-57.2% | $82,719-52.0% | $134,475-70.5% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -20.70% | 944.92%-965.6pp | 701.18%-721.9pp | 417.96%-438.7pp |
| Employer contribution / active EE | $3,595 | $3,274+9.8% | $3,009+19.5% | $4,740-24.1% |
| Participant deferral / active EE | $8,956 | $4,802+86.5% | $4,395+103.8% | $6,400+39.9% |
| Admin fee / account holder | $4,509 | $5,983-24.6% | $5,329-15.4% | $11,426-60.5% |