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 | $79,556 | $92,703-14.2% | $82,719-3.8% | $134,475-40.8% |
| Participation rate | 94.4% | 75.2%+19.3pp | 72.6%+21.9pp | 81.2%+13.2pp |
| Annual return | -12.85% | 944.92%-957.8pp | 701.18%-714.0pp | 417.96%-430.8pp |
| Employer contribution / active EE | $5,813 | $3,274+77.6% | $3,009+93.2% | $4,740+22.7% |
| Participant deferral / active EE | $4,324 | $4,802-10.0% | $4,395-1.6% | $6,400-32.4% |
| Admin fee / account holder | $7,298 | $5,983+22.0% | $5,329+36.9% | $11,426-36.1% |