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 | $20,996 | $92,703-77.4% | $82,719-74.6% | $134,475-84.4% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -19.20% | 944.92%-964.1pp | 701.18%-720.4pp | 417.96%-437.2pp |
| Employer contribution / active EE | $988 | $3,274-69.8% | $3,009-67.2% | $4,740-79.2% |
| Participant deferral / active EE | $2,243 | $4,802-53.3% | $4,395-49.0% | $6,400-64.9% |
| Admin fee / account holder | $4,401 | $5,983-26.4% | $5,329-17.4% | $11,426-61.5% |