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 | $77,340 | $92,703-16.6% | $82,719-6.5% | $134,475-42.5% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.6%-2.6pp | 81.2%-11.2pp |
| Annual return | -19.03% | 944.92%-964.0pp | 701.18%-720.2pp | 417.96%-437.0pp |
| Employer contribution / active EE | $7,568 | $3,274+131.2% | $3,009+151.5% | $4,740+59.7% |
| Participant deferral / active EE | $7,182 | $4,802+49.6% | $4,395+63.4% | $6,400+12.2% |
| Admin fee / account holder | $994 | $5,983-83.4% | $5,329-81.4% | $11,426-91.3% |