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 | $64,298 | $92,703-30.6% | $82,719-22.3% | $134,475-52.2% |
| Participation rate | 76.5% | 75.2%+1.3pp | 72.6%+3.9pp | 81.2%-4.8pp |
| Annual return | -13.05% | 944.92%-958.0pp | 701.18%-714.2pp | 417.96%-431.0pp |
| Employer contribution / active EE | $1,292 | $3,274-60.5% | $3,009-57.1% | $4,740-72.7% |
| Participant deferral / active EE | $2,850 | $4,802-40.6% | $4,395-35.1% | $6,400-55.5% |
| Admin fee / account holder | $4,335 | $5,983-27.5% | $5,329-18.7% | $11,426-62.1% |