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 | $52,079 | $92,703-43.8% | $82,719-37.0% | $134,475-61.3% |
| Participation rate | 93.3% | 75.2%+18.1pp | 72.6%+20.8pp | 81.2%+12.1pp |
| Annual return | -16.93% | 944.92%-961.9pp | 701.18%-718.1pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,500 | $3,274-54.2% | $3,009-50.2% | $4,740-68.4% |
| Participant deferral / active EE | $3,836 | $4,802-20.1% | $4,395-12.7% | $6,400-40.1% |
| Admin fee / account holder | $4,161 | $5,983-30.4% | $5,329-21.9% | $11,426-63.6% |