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 | $66,947 | $92,703-27.8% | $82,719-19.1% | $134,475-50.2% |
| Participation rate | 95.8% | 75.2%+20.6pp | 72.6%+23.3pp | 81.2%+14.6pp |
| Annual return | -16.96% | 944.92%-961.9pp | 701.18%-718.1pp | 417.96%-434.9pp |
| Employer contribution / active EE | $5,119 | $3,274+56.4% | $3,009+70.1% | $4,740+8.0% |
| Participant deferral / active EE | $4,900 | $4,802+2.0% | $4,395+11.5% | $6,400-23.4% |
| Admin fee / account holder | $1,627 | $5,983-72.8% | $5,329-69.5% | $11,426-85.8% |