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 | $21,335 | $90,600-76.5% | $79,464-73.2% | $135,375-84.2% |
| Participation rate | 76.9% | 76.0%+0.9pp | 73.3%+3.6pp | 82.6%-5.7pp |
| Annual return | -6.74% | 977.43%-984.2pp | 718.14%-724.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,811 | $3,068-41.0% | $2,800-35.3% | $4,779-62.1% |
| Participant deferral / active EE | $2,267 | $4,050-44.0% | $3,704-38.8% | $5,609-59.6% |
| Admin fee / account holder | $5,030 | $5,907-14.8% | $5,113-1.6% | $10,827-53.5% |