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 | $38,431 | $92,703-58.5% | $82,719-53.5% | $134,475-71.4% |
| Participation rate | 95.7% | 75.2%+20.5pp | 72.6%+23.1pp | 81.2%+14.4pp |
| Annual return | -16.52% | 944.92%-961.4pp | 701.18%-717.7pp | 417.96%-434.5pp |
| Employer contribution / active EE | $3,162 | $3,274-3.4% | $3,009+5.1% | $4,740-33.3% |
| Participant deferral / active EE | $7,712 | $4,802+60.6% | $4,395+75.5% | $6,400+20.5% |
| Admin fee / account holder | $3,069 | $5,983-48.7% | $5,329-42.4% | $11,426-73.1% |