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 | $62,279 | $106,543-41.5% | $91,220-31.7% | $134,475-53.7% |
| Participation rate | 95.5% | 76.8%+18.6pp | 73.2%+22.3pp | 81.2%+14.2pp |
| Annual return | -17.13% | 160.60%-177.7pp | 114.01%-131.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,456 | $3,331-26.3% | $2,850-13.8% | $4,740-48.2% |
| Participant deferral / active EE | $4,046 | $4,719-14.3% | $4,234-4.4% | $6,400-36.8% |
| Admin fee / account holder | $3,593 | $6,231-42.3% | $5,420-33.7% | $11,426-68.6% |