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 | $77,097 | $92,703-16.8% | $82,719-6.8% | $134,475-42.7% |
| Participation rate | 92.9% | 75.2%+17.7pp | 72.6%+20.3pp | 81.2%+11.6pp |
| Annual return | -16.81% | 944.92%-961.7pp | 701.18%-718.0pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,862 | $3,274-43.1% | $3,009-38.1% | $4,740-60.7% |
| Participant deferral / active EE | $5,299 | $4,802+10.3% | $4,395+20.6% | $6,400-17.2% |
| Admin fee / account holder | $3,119 | $5,983-47.9% | $5,329-41.5% | $11,426-72.7% |