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 | $67,746 | $92,703-26.9% | $82,719-18.1% | $134,475-49.6% |
| Participation rate | 95.2% | 75.2%+20.0pp | 72.6%+22.7pp | 81.2%+14.0pp |
| Annual return | -16.97% | 944.92%-961.9pp | 701.18%-718.1pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,349 | $3,274-28.2% | $3,009-21.9% | $4,740-50.4% |
| Participant deferral / active EE | $7,827 | $4,802+63.0% | $4,395+78.1% | $6,400+22.3% |
| Admin fee / account holder | $324 | $5,983-94.6% | $5,329-93.9% | $11,426-97.2% |