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 | $39,887 | $92,703-57.0% | $82,719-51.8% | $134,475-70.3% |
| Participation rate | 72.7% | 75.2%-2.5pp | 72.6%+0.2pp | 81.2%-8.5pp |
| Annual return | -14.67% | 944.92%-959.6pp | 701.18%-715.8pp | 417.96%-432.6pp |
| Employer contribution / active EE | $3,638 | $3,274+11.1% | $3,009+20.9% | $4,740-23.2% |
| Participant deferral / active EE | $5,943 | $4,802+23.8% | $4,395+35.2% | $6,400-7.1% |
| Admin fee / account holder | $944 | $5,983-84.2% | $5,329-82.3% | $11,426-91.7% |