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 | $54,957 | $88,594-38.0% | $70,092-21.6% | $134,475-59.1% |
| Participation rate | 91.3% | 74.9%+16.4pp | 70.5%+20.8pp | 81.2%+10.1pp |
| Annual return | -17.90% | 442.67%-460.6pp | 190.73%-208.6pp | 417.96%-435.9pp |
| Employer contribution / active EE | $3,862 | $3,233+19.5% | $2,559+50.9% | $4,740-18.5% |
| Participant deferral / active EE | $8,006 | $4,772+67.8% | $3,849+108.0% | $6,400+25.1% |
| Admin fee / account holder | $3,971 | $10,441-62.0% | $6,267-36.6% | $11,426-65.2% |