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 | $26,774 | $92,703-71.1% | $82,719-67.6% | $134,475-80.1% |
| Participation rate | 88.2% | 75.2%+13.0pp | 72.6%+15.7pp | 81.2%+7.0pp |
| Annual return | -16.61% | 944.92%-961.5pp | 701.18%-717.8pp | 417.96%-434.6pp |
| Employer contribution / active EE | $3,077 | $3,274-6.0% | $3,009+2.3% | $4,740-35.1% |
| Participant deferral / active EE | $7,678 | $4,802+59.9% | $4,395+74.7% | $6,400+20.0% |
| Admin fee / account holder | $5,990 | $5,983+0.1% | $5,329+12.4% | $11,426-47.6% |