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 | $68,511 | $92,703-26.1% | $82,719-17.2% | $134,475-49.1% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -19.33% | 944.92%-964.2pp | 701.18%-720.5pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,898 | $3,274-42.0% | $3,009-36.9% | $4,740-59.9% |
| Participant deferral / active EE | $7,395 | $4,802+54.0% | $4,395+68.3% | $6,400+15.5% |
| Admin fee / account holder | $33,632 | $5,983+462.2% | $5,329+531.1% | $11,426+194.4% |