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 | $33,951 | $92,703-63.4% | $82,719-59.0% | $134,475-74.8% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -15.90% | 944.92%-960.8pp | 701.18%-717.1pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,619 | $3,274-20.0% | $3,009-12.9% | $4,740-44.7% |
| Participant deferral / active EE | $5,010 | $4,802+4.3% | $4,395+14.0% | $6,400-21.7% |
| Admin fee / account holder | $31,602 | $5,983+428.2% | $5,329+493.0% | $11,426+176.6% |