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 | $72,604 | $88,594-18.0% | $70,092+3.6% | $134,475-46.0% |
| Participation rate | 88.9% | 74.9%+14.0pp | 70.5%+18.4pp | 81.2%+7.7pp |
| Annual return | -14.86% | 442.67%-457.5pp | 190.73%-205.6pp | 417.96%-432.8pp |
| Employer contribution / active EE | $5,606 | $3,233+73.4% | $2,559+119.1% | $4,740+18.3% |
| Participant deferral / active EE | $2,613 | $4,772-45.2% | $3,849-32.1% | $6,400-59.2% |
| Admin fee / account holder | $1,570 | $10,441-85.0% | $6,267-74.9% | $11,426-86.3% |