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 | $53,335 | $92,703-42.5% | $82,719-35.5% | $134,475-60.3% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -13.17% | 944.92%-958.1pp | 701.18%-714.3pp | 417.96%-431.1pp |
| Employer contribution / active EE | $5,219 | $3,274+59.4% | $3,009+73.5% | $4,740+10.1% |
| Participant deferral / active EE | $3,629 | $4,802-24.4% | $4,395-17.4% | $6,400-43.3% |
| Admin fee / account holder | $12,272 | $5,983+105.1% | $5,329+130.3% | $11,426+7.4% |