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 | $62,046 | $92,703-33.1% | $82,719-25.0% | $134,475-53.9% |
| Participation rate | 73.3% | 75.2%-1.9pp | 72.6%+0.8pp | 81.2%-7.9pp |
| Annual return | -11.99% | 944.92%-956.9pp | 701.18%-713.2pp | 417.96%-430.0pp |
| Employer contribution / active EE | $5,500 | $3,274+68.0% | $3,009+82.8% | $4,740+16.0% |
| Participant deferral / active EE | $5,241 | $4,802+9.1% | $4,395+19.3% | $6,400-18.1% |
| Admin fee / account holder | $1,099 | $5,983-81.6% | $5,329-79.4% | $11,426-90.4% |