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 | $48,807 | $92,703-47.4% | $82,719-41.0% | $134,475-63.7% |
| Participation rate | 95.2% | 75.2%+20.0pp | 72.6%+22.7pp | 81.2%+14.0pp |
| Annual return | -14.50% | 944.92%-959.4pp | 701.18%-715.7pp | 417.96%-432.5pp |
| Employer contribution / active EE | $4,554 | $3,274+39.1% | $3,009+51.3% | $4,740-3.9% |
| Participant deferral / active EE | $6,087 | $4,802+26.8% | $4,395+38.5% | $6,400-4.9% |
| Admin fee / account holder | $2,213 | $5,983-63.0% | $5,329-58.5% | $11,426-80.6% |