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 | $50,215 | $99,640-49.6% | $86,436-41.9% | $134,475-62.7% |
| Participation rate | 82.6% | 82.0%+0.6pp | 80.3%+2.3pp | 81.2%+1.4pp |
| Annual return | -10.81% | 6782.58%-6793.4pp | 4394.89%-4405.7pp | 417.96%-428.8pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,551 | $7,246-23.4% | $6,952-20.2% | $6,400-13.3% |
| Admin fee / account holder | $1,204 | $8,371-85.6% | $6,731-82.1% | $11,426-89.5% |