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 5-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 | $25,336 | $88,594-71.4% | $70,092-63.9% | $134,475-81.2% |
| Participation rate | 70.0% | 74.9%-4.9pp | 70.5%-0.5pp | 81.2%-11.2pp |
| Annual return | -15.13% | 442.67%-457.8pp | 190.73%-205.9pp | 417.96%-433.1pp |
| Employer contribution / active EE | $5,057 | $3,233+56.4% | $2,559+97.6% | $4,740+6.7% |
| Participant deferral / active EE | $5,915 | $4,772+24.0% | $3,849+53.7% | $6,400-7.6% |
| Admin fee / account holder | $551 | $10,441-94.7% | $6,267-91.2% | $11,426-95.2% |