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 | $57,014 | $92,703-38.5% | $82,719-31.1% | $134,475-57.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.48% | 944.92%-961.4pp | 701.18%-717.7pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,426 | $3,274-25.9% | $3,009-19.4% | $4,740-48.8% |
| Participant deferral / active EE | $4,260 | $4,802-11.3% | $4,395-3.1% | $6,400-33.4% |
| Admin fee / account holder | $361 | $5,983-94.0% | $5,329-93.2% | $11,426-96.8% |