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 | $79,127 | $106,543-25.7% | $91,220-13.3% | $134,475-41.2% |
| Participation rate | 73.9% | 76.8%-2.9pp | 73.2%+0.7pp | 81.2%-7.3pp |
| Annual return | -16.99% | 160.60%-177.6pp | 114.01%-131.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,148 | $3,331-35.5% | $2,850-24.6% | $4,740-54.7% |
| Participant deferral / active EE | $5,474 | $4,719+16.0% | $4,234+29.3% | $6,400-14.5% |
| Admin fee / account holder | $451 | $6,231-92.8% | $5,420-91.7% | $11,426-96.1% |