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 | $34,183 | $44,850-23.8% | $60,547-43.5% | $59,632-42.7% |
| Participation rate | 86.7% | 59.5%+27.2pp | 68.0%+18.7pp | 68.7%+18.0pp |
| Annual return | -2.80% | 1074.14%-1076.9pp | 335.64%-338.4pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $2,500 | $1,462+71.0% | $2,419+3.3% | $2,203+13.5% |
| Participant deferral / active EE | $2,261 | $2,230+1.4% | $3,328-32.0% | $3,192-29.1% |
| Admin fee / account holder | $2,721 | $3,635-25.1% | $4,536-40.0% | $4,297-36.7% |