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 | $54,522 | $92,703-41.2% | $82,719-34.1% | $134,475-59.5% |
| Participation rate | 78.9% | 75.2%+3.8pp | 72.6%+6.4pp | 81.2%-2.3pp |
| Annual return | -15.28% | 944.92%-960.2pp | 701.18%-716.5pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,112 | $3,274-35.5% | $3,009-29.8% | $4,740-55.4% |
| Participant deferral / active EE | $5,990 | $4,802+24.7% | $4,395+36.3% | $6,400-6.4% |
| Admin fee / account holder | $3,971 | $5,983-33.6% | $5,329-25.5% | $11,426-65.2% |