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 | $73,479 | $92,703-20.7% | $82,719-11.2% | $134,475-45.4% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -13.93% | 944.92%-958.9pp | 701.18%-715.1pp | 417.96%-431.9pp |
| Employer contribution / active EE | $3,256 | $3,274-0.6% | $3,009+8.2% | $4,740-31.3% |
| Participant deferral / active EE | $4,169 | $4,802-13.2% | $4,395-5.1% | $6,400-34.9% |
| Admin fee / account holder | $4,918 | $5,983-17.8% | $5,329-7.7% | $11,426-57.0% |