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 | $57,525 | $90,600-36.5% | $79,464-27.6% | $135,375-57.5% |
| Participation rate | 88.9% | 76.0%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | -7.02% | 977.43%-984.5pp | 718.14%-725.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $3,035 | $3,068-1.1% | $2,800+8.4% | $4,779-36.5% |
| Participant deferral / active EE | $5,970 | $4,050+47.4% | $3,704+61.2% | $5,609+6.4% |
| Admin fee / account holder | $4,429 | $5,907-25.0% | $5,113-13.4% | $10,827-59.1% |