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 | $31,409 | $92,703-66.1% | $82,719-62.0% | $134,475-76.6% |
| Participation rate | 93.8% | 75.2%+18.6pp | 72.6%+21.2pp | 81.2%+12.5pp |
| Annual return | -14.74% | 944.92%-959.7pp | 701.18%-715.9pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,242 | $3,274-31.5% | $3,009-25.5% | $4,740-52.7% |
| Participant deferral / active EE | $3,261 | $4,802-32.1% | $4,395-25.8% | $6,400-49.1% |
| Admin fee / account holder | $9,555 | $5,983+59.7% | $5,329+79.3% | $11,426-16.4% |