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 | $55,902 | $92,703-39.7% | $82,719-32.4% | $134,475-58.4% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -15.32% | 944.92%-960.2pp | 701.18%-716.5pp | 417.96%-433.3pp |
| Employer contribution / active EE | $3,584 | $3,274+9.5% | $3,009+19.1% | $4,740-24.4% |
| Participant deferral / active EE | $6,093 | $4,802+26.9% | $4,395+38.6% | $6,400-4.8% |
| Admin fee / account holder | $1,262 | $5,983-78.9% | $5,329-76.3% | $11,426-89.0% |