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 | $16,871 | $92,703-81.8% | $82,719-79.6% | $134,475-87.5% |
| Participation rate | 95.7% | 75.2%+20.5pp | 72.6%+23.1pp | 81.2%+14.4pp |
| Annual return | -14.35% | 944.92%-959.3pp | 701.18%-715.5pp | 417.96%-432.3pp |
| Employer contribution / active EE | $895 | $3,274-72.7% | $3,009-70.3% | $4,740-81.1% |
| Participant deferral / active EE | $1,732 | $4,802-63.9% | $4,395-60.6% | $6,400-72.9% |
| Admin fee / account holder | $5,112 | $5,983-14.6% | $5,329-4.1% | $11,426-55.3% |