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 | $15,889 | $190,805-91.7% | $159,960-90.1% | $134,475-88.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.74% | 552.23%-567.0pp | 408.60%-423.3pp | 417.96%-432.7pp |
| Employer contribution / active EE | $3,000 | $4,995-39.9% | $4,226-29.0% | $4,740-36.7% |
| Participant deferral / active EE | $2,061 | $6,923-70.2% | $6,182-66.7% | $6,400-67.8% |
| Admin fee / account holder | $808 | $10,471-92.3% | $8,698-90.7% | $11,426-92.9% |