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 | $80,904 | $106,543-24.1% | $91,220-11.3% | $134,475-39.8% |
| Participation rate | 84.6% | 76.8%+7.8pp | 73.2%+11.4pp | 81.2%+3.4pp |
| Annual return | -17.24% | 160.60%-177.8pp | 114.01%-131.3pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,018 | $3,331-39.4% | $2,850-29.2% | $4,740-57.4% |
| Participant deferral / active EE | $6,136 | $4,719+30.0% | $4,234+44.9% | $6,400-4.1% |
| Admin fee / account holder | $349 | $6,231-94.4% | $5,420-93.6% | $11,426-96.9% |