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 | $25,352 | $92,703-72.7% | $82,719-69.4% | $134,475-81.1% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -14.28% | 944.92%-959.2pp | 701.18%-715.5pp | 417.96%-432.2pp |
| Employer contribution / active EE | $2,512 | $3,274-23.3% | $3,009-16.5% | $4,740-47.0% |
| Participant deferral / active EE | $6,449 | $4,802+34.3% | $4,395+46.7% | $6,400+0.8% |
| Admin fee / account holder | $2,868 | $5,983-52.1% | $5,329-46.2% | $11,426-74.9% |