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 | $43,638 | $99,640-56.2% | $86,436-49.5% | $134,475-67.5% |
| Participation rate | 81.8% | 82.0%-0.2pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -18.09% | 6782.58%-6800.7pp | 4394.89%-4413.0pp | 417.96%-436.1pp |
| Employer contribution / active EE | $3,076 | $4,400-30.1% | $3,769-18.4% | $4,740-35.1% |
| Participant deferral / active EE | $6,993 | $7,246-3.5% | $6,952+0.6% | $6,400+9.3% |
| Admin fee / account holder | $1,445 | $8,371-82.7% | $6,731-78.5% | $11,426-87.4% |