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 | $15,035 | $190,805-92.1% | $159,960-90.6% | $134,475-88.8% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -17.35% | 552.23%-569.6pp | 408.60%-426.0pp | 417.96%-435.3pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,377 | $6,923-51.2% | $6,182-45.4% | $6,400-47.2% |
| Admin fee / account holder | $303,861 | $10,471+2801.8% | $8,698+3393.5% | $11,426+2559.4% |