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 | $10,292 | $92,703-88.9% | $82,719-87.6% | $134,475-92.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -12.62% | 944.92%-957.5pp | 701.18%-713.8pp | 417.96%-430.6pp |
| Employer contribution / active EE | $1,327 | $3,274-59.5% | $3,009-55.9% | $4,740-72.0% |
| Participant deferral / active EE | $2,322 | $4,802-51.6% | $4,395-47.2% | $6,400-63.7% |
| Admin fee / account holder | $5,022 | $5,983-16.1% | $5,329-5.8% | $11,426-56.0% |