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 | $45,931 | $92,703-50.5% | $82,719-44.5% | $134,475-65.8% |
| Participation rate | 84.6% | 75.2%+9.4pp | 72.6%+12.1pp | 81.2%+3.4pp |
| Annual return | -15.00% | 944.92%-959.9pp | 701.18%-716.2pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,588 | $3,274-51.5% | $3,009-47.2% | $4,740-66.5% |
| Participant deferral / active EE | $3,112 | $4,802-35.2% | $4,395-29.2% | $6,400-51.4% |
| Admin fee / account holder | $10,079 | $5,983+68.5% | $5,329+89.1% | $11,426-11.8% |