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 | $79,876 | $92,703-13.8% | $82,719-3.4% | $134,475-40.6% |
| Participation rate | 94.1% | 75.2%+18.9pp | 72.6%+21.6pp | 81.2%+12.9pp |
| Annual return | -15.36% | 944.92%-960.3pp | 701.18%-716.5pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,682 | $3,274-18.1% | $3,009-10.9% | $4,740-43.4% |
| Participant deferral / active EE | $5,477 | $4,802+14.1% | $4,395+24.6% | $6,400-14.4% |
| Admin fee / account holder | $4,929 | $5,983-17.6% | $5,329-7.5% | $11,426-56.9% |