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 | $70,984 | $92,703-23.4% | $82,719-14.2% | $134,475-47.2% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -14.00% | 944.92%-958.9pp | 701.18%-715.2pp | 417.96%-432.0pp |
| Employer contribution / active EE | $4,832 | $3,274+47.6% | $3,009+60.6% | $4,740+1.9% |
| Participant deferral / active EE | $6,149 | $4,802+28.0% | $4,395+39.9% | $6,400-3.9% |
| Admin fee / account holder | $2,203 | $5,983-63.2% | $5,329-58.7% | $11,426-80.7% |