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 | $89,059 | $92,703-3.9% | $82,719+7.7% | $134,475-33.8% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.6%-2.6pp | 81.2%-11.2pp |
| Annual return | -18.81% | 944.92%-963.7pp | 701.18%-720.0pp | 417.96%-436.8pp |
| Employer contribution / active EE | $3,622 | $3,274+10.6% | $3,009+20.4% | $4,740-23.6% |
| Participant deferral / active EE | $7,259 | $4,802+51.2% | $4,395+65.2% | $6,400+13.4% |
| Admin fee / account holder | $1,108 | $5,983-81.5% | $5,329-79.2% | $11,426-90.3% |