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 | $39,593 | $92,703-57.3% | $82,719-52.1% | $134,475-70.6% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -17.28% | 944.92%-962.2pp | 701.18%-718.5pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,250 | $3,274-61.8% | $3,009-58.5% | $4,740-73.6% |
| Participant deferral / active EE | $1,872 | $4,802-61.0% | $4,395-57.4% | $6,400-70.7% |
| Admin fee / account holder | $743 | $5,983-87.6% | $5,329-86.1% | $11,426-93.5% |