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 | $44,905 | $90,600-50.4% | $79,464-43.5% | $135,375-66.8% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -6.59% | 977.43%-984.0pp | 718.14%-724.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,841 | $3,068-7.4% | $2,800+1.4% | $4,779-40.6% |
| Participant deferral / active EE | $8,454 | $4,050+108.7% | $3,704+128.2% | $5,609+50.7% |
| Admin fee / account holder | $8,885 | $5,907+50.4% | $5,113+73.8% | $10,827-17.9% |