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 | $61,703 | $92,703-33.4% | $82,719-25.4% | $134,475-54.1% |
| Participation rate | 78.3% | 75.2%+3.1pp | 72.6%+5.7pp | 81.2%-3.0pp |
| Annual return | -15.38% | 944.92%-960.3pp | 701.18%-716.6pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,541 | $3,274-52.9% | $3,009-48.8% | $4,740-67.5% |
| Participant deferral / active EE | $2,701 | $4,802-43.8% | $4,395-38.5% | $6,400-57.8% |
| Admin fee / account holder | $906 | $5,983-84.9% | $5,329-83.0% | $11,426-92.1% |