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 | $86,462 | $106,543-18.8% | $91,220-5.2% | $134,475-35.7% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -17.29% | 160.60%-177.9pp | 114.01%-131.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,903 | $3,331-42.9% | $2,850-33.2% | $4,740-59.9% |
| Participant deferral / active EE | $6,161 | $4,719+30.6% | $4,234+45.5% | $6,400-3.7% |
| Admin fee / account holder | $1,611 | $6,231-74.1% | $5,420-70.3% | $11,426-85.9% |