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 | $86,241 | $92,703-7.0% | $82,719+4.3% | $134,475-35.9% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -13.88% | 944.92%-958.8pp | 701.18%-715.1pp | 417.96%-431.8pp |
| Employer contribution / active EE | $2,588 | $3,274-20.9% | $3,009-14.0% | $4,740-45.4% |
| Participant deferral / active EE | $6,067 | $4,802+26.3% | $4,395+38.0% | $6,400-5.2% |
| Admin fee / account holder | $4,493 | $5,983-24.9% | $5,329-15.7% | $11,426-60.7% |