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 | $57,547 | $92,703-37.9% | $82,719-30.4% | $134,475-57.2% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -16.67% | 944.92%-961.6pp | 701.18%-717.9pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,166 | $3,274-33.8% | $3,009-28.0% | $4,740-54.3% |
| Participant deferral / active EE | $4,124 | $4,802-14.1% | $4,395-6.2% | $6,400-35.6% |
| Admin fee / account holder | $4,302 | $5,983-28.1% | $5,329-19.3% | $11,426-62.3% |