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 | $71,548 | $92,703-22.8% | $82,719-13.5% | $134,475-46.8% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -17.27% | 944.92%-962.2pp | 701.18%-718.4pp | 417.96%-435.2pp |
| Employer contribution / active EE | $3,018 | $3,274-7.8% | $3,009+0.3% | $4,740-36.3% |
| Participant deferral / active EE | $4,955 | $4,802+3.2% | $4,395+12.7% | $6,400-22.6% |
| Admin fee / account holder | $6,042 | $5,983+1.0% | $5,329+13.4% | $11,426-47.1% |