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 | $52,764 | $190,805-72.3% | $159,960-67.0% | $134,475-60.8% |
| Participation rate | 83.3% | 81.9%+1.4pp | 78.0%+5.4pp | 81.2%+2.1pp |
| Annual return | -17.13% | 552.23%-569.4pp | 408.60%-425.7pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,402 | $4,995-71.9% | $4,226-66.8% | $4,740-70.4% |
| Participant deferral / active EE | $5,338 | $6,923-22.9% | $6,182-13.7% | $6,400-16.6% |
| Admin fee / account holder | $3,814 | $10,471-63.6% | $8,698-56.2% | $11,426-66.6% |