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 | $26,177 | $39,798-34.2% | $67,711-61.3% | $59,632-56.1% |
| Participation rate | 76.0% | 57.4%+18.6pp | 67.5%+8.5pp | 68.7%+7.3pp |
| Annual return | -0.62% | 89.94%-90.6pp | 25.41%-26.0pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $1,256 | $1,393-9.9% | $2,559-50.9% | $2,203-43.0% |
| Participant deferral / active EE | $1,654 | $2,335-29.2% | $3,585-53.9% | $3,192-48.2% |
| Admin fee / account holder | $338 | $3,212-89.5% | $4,255-92.1% | $4,297-92.1% |