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 | $77,111 | $92,703-16.8% | $82,719-6.8% | $134,475-42.7% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -17.78% | 944.92%-962.7pp | 701.18%-719.0pp | 417.96%-435.7pp |
| Employer contribution / active EE | $3,310 | $3,274+1.1% | $3,009+10.0% | $4,740-30.2% |
| Participant deferral / active EE | $6,401 | $4,802+33.3% | $4,395+45.6% | $6,4000% |
| Admin fee / account holder | $16,077 | $5,983+168.7% | $5,329+201.7% | $11,426+40.7% |