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 | $54,882 | $92,703-40.8% | $82,719-33.7% | $134,475-59.2% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -15.10% | 944.92%-960.0pp | 701.18%-716.3pp | 417.96%-433.1pp |
| Employer contribution / active EE | $4,894 | $3,274+49.5% | $3,009+62.6% | $4,740+3.3% |
| Participant deferral / active EE | $5,295 | $4,802+10.3% | $4,395+20.5% | $6,400-17.3% |
| Admin fee / account holder | $5,056 | $5,983-15.5% | $5,329-5.1% | $11,426-55.8% |