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 | $76,604 | $92,703-17.4% | $82,719-7.4% | $134,475-43.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.82% | 944.92%-959.7pp | 701.18%-716.0pp | 417.96%-432.8pp |
| Employer contribution / active EE | $1,586 | $3,274-51.6% | $3,009-47.3% | $4,740-66.5% |
| Participant deferral / active EE | $3,946 | $4,802-17.8% | $4,395-10.2% | $6,400-38.3% |
| Admin fee / account holder | $877 | $5,983-85.3% | $5,329-83.5% | $11,426-92.3% |