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 | $55,548 | $92,703-40.1% | $82,719-32.8% | $134,475-58.7% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -14.18% | 944.92%-959.1pp | 701.18%-715.4pp | 417.96%-432.1pp |
| Employer contribution / active EE | $1,325 | $3,274-59.5% | $3,009-56.0% | $4,740-72.0% |
| Participant deferral / active EE | $2,362 | $4,802-50.8% | $4,395-46.3% | $6,400-63.1% |
| Admin fee / account holder | $1,695 | $5,983-71.7% | $5,329-68.2% | $11,426-85.2% |