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 | $21,403 | $92,703-76.9% | $82,719-74.1% | $134,475-84.1% |
| Participation rate | 76.9% | 75.2%+1.7pp | 72.6%+4.4pp | 81.2%-4.3pp |
| Annual return | -10.72% | 944.92%-955.6pp | 701.18%-711.9pp | 417.96%-428.7pp |
| Employer contribution / active EE | $2,831 | $3,274-13.5% | $3,009-5.9% | $4,740-40.3% |
| Participant deferral / active EE | $6,321 | $4,802+31.6% | $4,395+43.8% | $6,400-1.2% |
| Admin fee / account holder | $1,648 | $5,983-72.4% | $5,329-69.1% | $11,426-85.6% |