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 | $29,503 | $92,703-68.2% | $82,719-64.3% | $134,475-78.1% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.4pp | 81.2%+9.7pp |
| Annual return | -19.65% | 944.92%-964.6pp | 701.18%-720.8pp | 417.96%-437.6pp |
| Employer contribution / active EE | $3,397 | $3,274+3.8% | $3,009+12.9% | $4,740-28.3% |
| Participant deferral / active EE | $7,176 | $4,802+49.4% | $4,395+63.3% | $6,400+12.1% |
| Admin fee / account holder | $6,015 | $5,983+0.5% | $5,329+12.9% | $11,426-47.4% |