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 | $46,891 | $92,703-49.4% | $82,719-43.3% | $134,475-65.1% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -8.70% | 944.92%-953.6pp | 701.18%-709.9pp | 417.96%-426.7pp |
| Employer contribution / active EE | $5,181 | $3,274+58.3% | $3,009+72.2% | $4,740+9.3% |
| Participant deferral / active EE | $3,743 | $4,802-22.1% | $4,395-14.8% | $6,400-41.5% |
| Admin fee / account holder | $619 | $5,983-89.6% | $5,329-88.4% | $11,426-94.6% |