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 | $43,524 | $92,703-53.1% | $82,719-47.4% | $134,475-67.6% |
| Participation rate | 92.3% | 75.2%+17.1pp | 72.6%+19.8pp | 81.2%+11.1pp |
| Annual return | -15.44% | 944.92%-960.4pp | 701.18%-716.6pp | 417.96%-433.4pp |
| Employer contribution / active EE | $3,475 | $3,274+6.1% | $3,009+15.5% | $4,740-26.7% |
| Participant deferral / active EE | $7,476 | $4,802+55.7% | $4,395+70.1% | $6,400+16.8% |
| Admin fee / account holder | $447 | $5,983-92.5% | $5,329-91.6% | $11,426-96.1% |