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 | $34,911 | $90,600-61.5% | $79,464-56.1% | $135,375-74.2% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -7.87% | 977.43%-985.3pp | 718.14%-726.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $3,061 | $3,068-0.2% | $2,800+9.3% | $4,779-35.9% |
| Participant deferral / active EE | $4,790 | $4,050+18.3% | $3,704+29.3% | $5,609-14.6% |
| Admin fee / account holder | $2,075 | $5,907-64.9% | $5,113-59.4% | $10,827-80.8% |