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 | $126,989 | $92,703+37.0% | $82,719+53.5% | $134,475-5.6% |
| Participation rate | 73.9% | 75.2%-1.3pp | 72.6%+1.4pp | 81.2%-7.3pp |
| Annual return | -12.04% | 944.92%-957.0pp | 701.18%-713.2pp | 417.96%-430.0pp |
| Employer contribution / active EE | $769 | $3,274-76.5% | $3,009-74.5% | $4,740-83.8% |
| Participant deferral / active EE | $989 | $4,802-79.4% | $4,395-77.5% | $6,400-84.5% |
| Admin fee / account holder | $10,915 | $5,983+82.5% | $5,329+104.8% | $11,426-4.5% |