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 | $18,116 | $92,703-80.5% | $82,719-78.1% | $134,475-86.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -8.16% | 944.92%-953.1pp | 701.18%-709.3pp | 417.96%-426.1pp |
| Employer contribution / active EE | $1,978 | $3,274-39.6% | $3,009-34.3% | $4,740-58.3% |
| Participant deferral / active EE | $3,100 | $4,802-35.4% | $4,395-29.5% | $6,400-51.6% |
| Admin fee / account holder | $1,659 | $5,983-72.3% | $5,329-68.9% | $11,426-85.5% |