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 | $26,731 | $97,757-72.7% | $83,848-68.1% | $135,375-80.3% |
| Participation rate | 81.8% | 80.0%+1.9pp | 76.1%+5.7pp | 82.6%-0.8pp |
| Annual return | -9.34% | 1287.37%-1296.7pp | 850.88%-860.2pp | 519.73%-529.1pp |
| Employer contribution / active EE | $2,192 | $4,222-48.1% | $3,631-39.6% | $4,779-54.1% |
| Participant deferral / active EE | $4,034 | $4,682-13.8% | $4,082-1.2% | $5,609-28.1% |
| Admin fee / account holder | $1,537 | $6,674-77.0% | $5,478-71.9% | $10,827-85.8% |