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 | $33,064 | $92,703-64.3% | $82,719-60.0% | $134,475-75.4% |
| Participation rate | 93.8% | 75.2%+18.6pp | 72.6%+21.2pp | 81.2%+12.5pp |
| Annual return | -10.82% | 944.92%-955.7pp | 701.18%-712.0pp | 417.96%-428.8pp |
| Employer contribution / active EE | $3,015 | $3,274-7.9% | $3,009+0.2% | $4,740-36.4% |
| Participant deferral / active EE | $2,908 | $4,802-39.4% | $4,395-33.8% | $6,400-54.6% |
| Admin fee / account holder | $12,970 | $5,983+116.8% | $5,329+143.4% | $11,426+13.5% |