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 | $34,073 | $92,703-63.2% | $82,719-58.8% | $134,475-74.7% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -18.94% | 944.92%-963.9pp | 701.18%-720.1pp | 417.96%-436.9pp |
| Employer contribution / active EE | $2,935 | $3,274-10.3% | $3,009-2.4% | $4,740-38.1% |
| Participant deferral / active EE | $3,239 | $4,802-32.5% | $4,395-26.3% | $6,400-49.4% |
| Admin fee / account holder | $31,540 | $5,983+427.2% | $5,329+491.9% | $11,426+176.0% |