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 | $20,381 | $90,600-77.5% | $79,464-74.4% | $135,375-84.9% |
| Participation rate | 92.3% | 76.0%+16.3pp | 73.3%+19.0pp | 82.6%+9.7pp |
| Annual return | -4.79% | 977.43%-982.2pp | 718.14%-722.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $1,286 | $3,068-58.1% | $2,800-54.1% | $4,779-73.1% |
| Participant deferral / active EE | $1,487 | $4,050-63.3% | $3,704-59.8% | $5,609-73.5% |
| Admin fee / account holder | $4,682 | $5,907-20.7% | $5,113-8.4% | $10,827-56.8% |