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 | $64,108 | $88,594-27.6% | $70,092-8.5% | $134,475-52.3% |
| Participation rate | 88.9% | 74.9%+14.0pp | 70.5%+18.4pp | 81.2%+7.7pp |
| Annual return | -12.66% | 442.67%-455.3pp | 190.73%-203.4pp | 417.96%-430.6pp |
| Employer contribution / active EE | $3,236 | $3,233+0.1% | $2,559+26.5% | $4,740-31.7% |
| Participant deferral / active EE | $1,229 | $4,772-74.3% | $3,849-68.1% | $6,400-80.8% |
| Admin fee / account holder | $5,853 | $10,441-43.9% | $6,267-6.6% | $11,426-48.8% |