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 | $36,130 | $92,703-61.0% | $82,719-56.3% | $134,475-73.1% |
| Participation rate | 81.0% | 75.2%+5.8pp | 72.6%+8.4pp | 81.2%-0.3pp |
| Annual return | -18.40% | 944.92%-963.3pp | 701.18%-719.6pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,562 | $3,274-21.7% | $3,009-14.9% | $4,740-45.9% |
| Participant deferral / active EE | $7,099 | $4,802+47.8% | $4,395+61.5% | $6,400+10.9% |
| Admin fee / account holder | $4,800 | $5,983-19.8% | $5,329-9.9% | $11,426-58.0% |