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 | $71,840 | $92,703-22.5% | $82,719-13.2% | $134,475-46.6% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -16.62% | 944.92%-961.5pp | 701.18%-717.8pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,784 | $3,274-15.0% | $3,009-7.5% | $4,740-41.3% |
| Participant deferral / active EE | $6,345 | $4,802+32.1% | $4,395+44.4% | $6,400-0.9% |
| Admin fee / account holder | $1,171 | $5,983-80.4% | $5,329-78.0% | $11,426-89.8% |