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 | $21,273 | $92,703-77.1% | $82,719-74.3% | $134,475-84.2% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.4pp | 81.2%+9.7pp |
| Annual return | -15.63% | 944.92%-960.5pp | 701.18%-716.8pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,572 | $3,274-21.4% | $3,009-14.5% | $4,740-45.7% |
| Participant deferral / active EE | $5,666 | $4,802+18.0% | $4,395+28.9% | $6,400-11.5% |
| Admin fee / account holder | $32,442 | $5,983+442.3% | $5,329+508.8% | $11,426+183.9% |