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 | $35,658 | $92,703-61.5% | $82,719-56.9% | $134,475-73.5% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -18.17% | 944.92%-963.1pp | 701.18%-719.4pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,734 | $3,274-47.0% | $3,009-42.4% | $4,740-63.4% |
| Participant deferral / active EE | $1,584 | $4,802-67.0% | $4,395-64.0% | $6,400-75.3% |
| Admin fee / account holder | $7,390 | $5,983+23.5% | $5,329+38.7% | $11,426-35.3% |