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 | $11,037 | $104,106-89.4% | $71,086-84.5% | $135,375-91.8% |
| Participation rate | 75.0% | 65.7%+9.3pp | 54.7%+20.3pp | 82.6%-7.6pp |
| Annual return | -9.06% | 1256.30%-1265.4pp | 650.59%-659.6pp | 519.73%-528.8pp |
| Employer contribution / active EE | $194 | $1,485-86.9% | $1,088-82.2% | $4,779-95.9% |
| Participant deferral / active EE | $1,439 | $2,527-43.0% | $1,874-23.2% | $5,609-74.3% |
| Admin fee / account holder | $436 | $4,142-89.5% | $3,082-85.9% | $10,827-96.0% |