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 | $75,551 | $92,703-18.5% | $82,719-8.7% | $134,475-43.8% |
| Participation rate | 85.0% | 75.2%+9.8pp | 72.6%+12.4pp | 81.2%+3.8pp |
| Annual return | -16.74% | 944.92%-961.7pp | 701.18%-717.9pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,190 | $3,274-63.6% | $3,009-60.4% | $4,740-74.9% |
| Participant deferral / active EE | $4,418 | $4,802-8.0% | $4,395+0.5% | $6,400-31.0% |
| Admin fee / account holder | $772 | $5,983-87.1% | $5,329-85.5% | $11,426-93.2% |