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 | $62,530 | $92,703-32.5% | $82,719-24.4% | $134,475-53.5% |
| Participation rate | 73.3% | 75.2%-1.9pp | 72.6%+0.8pp | 81.2%-7.9pp |
| Annual return | -20.28% | 944.92%-965.2pp | 701.18%-721.5pp | 417.96%-438.2pp |
| Employer contribution / active EE | $3,288 | $3,274+0.4% | $3,009+9.3% | $4,740-30.6% |
| Participant deferral / active EE | $7,226 | $4,802+50.5% | $4,395+64.4% | $6,400+12.9% |
| Admin fee / account holder | $1,950 | $5,983-67.4% | $5,329-63.4% | $11,426-82.9% |