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 | $65,552 | $92,703-29.3% | $82,719-20.8% | $134,475-51.3% |
| Participation rate | 76.9% | 75.2%+1.7pp | 72.6%+4.4pp | 81.2%-4.3pp |
| Annual return | -19.81% | 944.92%-964.7pp | 701.18%-721.0pp | 417.96%-437.8pp |
| Employer contribution / active EE | $3,800 | $3,274+16.1% | $3,009+26.3% | $4,740-19.8% |
| Participant deferral / active EE | $8,287 | $4,802+72.6% | $4,395+88.6% | $6,400+29.5% |
| Admin fee / account holder | $7,298 | $5,983+22.0% | $5,329+37.0% | $11,426-36.1% |