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 | $72,805 | $92,703-21.5% | $82,719-12.0% | $134,475-45.9% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -16.86% | 944.92%-961.8pp | 701.18%-718.0pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,635 | $3,274-50.1% | $3,009-45.7% | $4,740-65.5% |
| Participant deferral / active EE | $8,725 | $4,802+81.7% | $4,395+98.5% | $6,400+36.3% |
| Admin fee / account holder | $1,626 | $5,983-72.8% | $5,329-69.5% | $11,426-85.8% |