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 | $60,923 | $92,703-34.3% | $82,719-26.3% | $134,475-54.7% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -4.52% | 944.92%-949.4pp | 701.18%-705.7pp | 417.96%-422.5pp |
| Employer contribution / active EE | $6,754 | $3,274+106.3% | $3,009+124.5% | $4,740+42.5% |
| Participant deferral / active EE | $3,197 | $4,802-33.4% | $4,395-27.3% | $6,400-50.1% |
| Admin fee / account holder | $2,259 | $5,983-62.2% | $5,329-57.6% | $11,426-80.2% |