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 | $42,720 | $90,600-52.8% | $79,464-46.2% | $135,375-68.4% |
| Participation rate | 72.7% | 76.0%-3.3pp | 73.3%-0.6pp | 82.6%-9.9pp |
| Annual return | -7.23% | 977.43%-984.7pp | 718.14%-725.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,101 | $3,068-64.1% | $2,800-60.7% | $4,779-77.0% |
| Participant deferral / active EE | $662 | $4,050-83.7% | $3,704-82.1% | $5,609-88.2% |
| Admin fee / account holder | $1,944 | $5,907-67.1% | $5,113-62.0% | $10,827-82.0% |