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 | $52,094 | $92,703-43.8% | $82,719-37.0% | $134,475-61.3% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -16.07% | 944.92%-961.0pp | 701.18%-717.2pp | 417.96%-434.0pp |
| Employer contribution / active EE | $6,280 | $3,274+91.8% | $3,009+108.7% | $4,740+32.5% |
| Participant deferral / active EE | $5,287 | $4,802+10.1% | $4,395+20.3% | $6,400-17.4% |
| Admin fee / account holder | $4,376 | $5,983-26.8% | $5,329-17.9% | $11,426-61.7% |