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 | $71,711 | $90,600-20.8% | $79,464-9.8% | $135,375-47.0% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | -6.85% | 977.43%-984.3pp | 718.14%-725.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $2,072 | $3,068-32.5% | $2,800-26.0% | $4,779-56.6% |
| Participant deferral / active EE | $3,970 | $4,050-2.0% | $3,704+7.2% | $5,609-29.2% |
| Admin fee / account holder | $431 | $5,907-92.7% | $5,113-91.6% | $10,827-96.0% |