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 | $76,730 | $92,703-17.2% | $82,719-7.2% | $134,475-42.9% |
| Participation rate | 76.9% | 75.2%+1.7pp | 72.6%+4.4pp | 81.2%-4.3pp |
| Annual return | -14.06% | 944.92%-959.0pp | 701.18%-715.2pp | 417.96%-432.0pp |
| Employer contribution / active EE | $2,087 | $3,274-36.3% | $3,009-30.6% | $4,740-56.0% |
| Participant deferral / active EE | $4,996 | $4,802+4.0% | $4,395+13.7% | $6,400-21.9% |
| Admin fee / account holder | $20,831 | $5,983+248.2% | $5,329+290.9% | $11,426+82.3% |