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 | $96,191 | $106,543-9.7% | $91,220+5.4% | $134,475-28.5% |
| Participation rate | 88.9% | 76.8%+12.1pp | 73.2%+15.7pp | 81.2%+7.7pp |
| Annual return | -17.04% | 160.60%-177.6pp | 114.01%-131.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,790 | $3,331-46.3% | $2,850-37.2% | $4,740-62.2% |
| Participant deferral / active EE | $4,099 | $4,719-13.1% | $4,234-3.2% | $6,400-36.0% |
| Admin fee / account holder | $591 | $6,231-90.5% | $5,420-89.1% | $11,426-94.8% |