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 | $38,262 | $92,703-58.7% | $82,719-53.7% | $134,475-71.5% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -16.84% | 944.92%-961.8pp | 701.18%-718.0pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,028 | $3,274-68.6% | $3,009-65.8% | $4,740-78.3% |
| Participant deferral / active EE | $4,908 | $4,802+2.2% | $4,395+11.7% | $6,400-23.3% |
| Admin fee / account holder | $992 | $5,983-83.4% | $5,329-81.4% | $11,426-91.3% |