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 | $24,296 | $92,703-73.8% | $82,719-70.6% | $134,475-81.9% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -15.27% | 944.92%-960.2pp | 701.18%-716.5pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,061 | $3,274-37.1% | $3,009-31.5% | $4,740-56.5% |
| Participant deferral / active EE | $2,293 | $4,802-52.3% | $4,395-47.8% | $6,400-64.2% |
| Admin fee / account holder | $10,020 | $5,983+67.5% | $5,329+88.0% | $11,426-12.3% |