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 | $66,911 | $106,543-37.2% | $91,220-26.6% | $134,475-50.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -15.34% | 160.60%-175.9pp | 114.01%-129.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,933 | $3,331-42.0% | $2,850-32.2% | $4,740-59.2% |
| Participant deferral / active EE | $3,952 | $4,719-16.2% | $4,234-6.7% | $6,400-38.2% |
| Admin fee / account holder | $488 | $6,231-92.2% | $5,420-91.0% | $11,426-95.7% |