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 | $15,093 | $90,320-83.3% | $59,496-74.6% | $125,391-88.0% |
| Participation rate | 92.3% | 68.3%+24.0pp | 54.6%+37.7pp | 83.2%+9.1pp |
| Annual return | -2.14% | 369.13%-371.3pp | 182.05%-184.2pp | 282.22%-284.4pp |
| Employer contribution / active EE | $3,360 | $1,792+87.5% | $1,153+191.4% | $4,866-31.0% |
| Participant deferral / active EE | $5,953 | $2,716+119.2% | $1,829+225.4% | $5,352+11.2% |
| Admin fee / account holder | $1,406 | $3,063-54.1% | $2,232-37.0% | $9,540-85.3% |