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 | $76,678 | $92,703-17.3% | $82,719-7.3% | $134,475-43.0% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -19.47% | 944.92%-964.4pp | 701.18%-720.6pp | 417.96%-437.4pp |
| Employer contribution / active EE | $3,765 | $3,274+15.0% | $3,009+25.1% | $4,740-20.6% |
| Participant deferral / active EE | $8,801 | $4,802+83.3% | $4,395+100.2% | $6,400+37.5% |
| Admin fee / account holder | $1,016 | $5,983-83.0% | $5,329-80.9% | $11,426-91.1% |