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 | $30,090 | $90,600-66.8% | $79,464-62.1% | $135,375-77.8% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -6.71% | 977.43%-984.1pp | 718.14%-724.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $7,482 | $3,068+143.9% | $2,800+167.2% | $4,779+56.6% |
| Participant deferral / active EE | $2,156 | $4,050-46.8% | $3,704-41.8% | $5,609-61.6% |
| Admin fee / account holder | $4,900 | $5,907-17.0% | $5,113-4.2% | $10,827-54.7% |