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 | $35,640 | $90,600-60.7% | $79,464-55.2% | $135,375-73.7% |
| Participation rate | 76.2% | 76.0%+0.1pp | 73.3%+2.8pp | 82.6%-6.5pp |
| Annual return | -6.11% | 977.43%-983.5pp | 718.14%-724.3pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,954 | $3,068-36.3% | $2,800-30.2% | $4,779-59.1% |
| Participant deferral / active EE | $5,974 | $4,050+47.5% | $3,704+61.3% | $5,609+6.5% |
| Admin fee / account holder | $773 | $5,907-86.9% | $5,113-84.9% | $10,827-92.9% |