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 | $31,795 | $92,703-65.7% | $82,719-61.6% | $134,475-76.4% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -10.89% | 944.92%-955.8pp | 701.18%-712.1pp | 417.96%-428.9pp |
| Employer contribution / active EE | $3,053 | $3,274-6.8% | $3,009+1.4% | $4,740-35.6% |
| Participant deferral / active EE | $4,498 | $4,802-6.3% | $4,395+2.3% | $6,400-29.7% |
| Admin fee / account holder | $21,029 | $5,983+251.5% | $5,329+294.6% | $11,426+84.0% |