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 | $60,210 | $92,703-35.0% | $82,719-27.2% | $134,475-55.2% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -15.33% | 944.92%-960.3pp | 701.18%-716.5pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,012 | $3,274-38.6% | $3,009-33.1% | $4,740-57.6% |
| Participant deferral / active EE | $3,716 | $4,802-22.6% | $4,395-15.5% | $6,400-41.9% |
| Admin fee / account holder | $384 | $5,983-93.6% | $5,329-92.8% | $11,426-96.6% |