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 | $46,772 | $106,543-56.1% | $91,220-48.7% | $134,475-65.2% |
| Participation rate | 91.7% | 76.8%+14.9pp | 73.2%+18.5pp | 81.2%+10.4pp |
| Annual return | -15.68% | 160.60%-176.3pp | 114.01%-129.7pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,669 | $3,331-49.9% | $2,850-41.5% | $4,740-64.8% |
| Participant deferral / active EE | $2,046 | $4,719-56.6% | $4,234-51.7% | $6,400-68.0% |
| Admin fee / account holder | $10,085 | $6,231+61.9% | $5,420+86.1% | $11,426-11.7% |