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 | $49,940 | $106,543-53.1% | $91,220-45.3% | $134,475-62.9% |
| Participation rate | 83.3% | 76.8%+6.5pp | 73.2%+10.1pp | 81.2%+2.1pp |
| Annual return | -18.14% | 160.60%-178.7pp | 114.01%-132.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $3,055 | $3,331-8.3% | $2,850+7.2% | $4,740-35.5% |
| Participant deferral / active EE | $4,756 | $4,719+0.8% | $4,234+12.3% | $6,400-25.7% |
| Admin fee / account holder | $8,396 | $6,231+34.7% | $5,420+54.9% | $11,426-26.5% |