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 | $79,126 | $106,543-25.7% | $91,220-13.3% | $134,475-41.2% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -18.93% | 160.60%-179.5pp | 114.01%-132.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,920 | $3,331-42.4% | $2,850-32.6% | $4,740-59.5% |
| Participant deferral / active EE | $5,065 | $4,719+7.3% | $4,234+19.6% | $6,400-20.9% |
| Admin fee / account holder | $383 | $6,231-93.9% | $5,420-92.9% | $11,426-96.6% |