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 | $40,610 | $92,703-56.2% | $82,719-50.9% | $134,475-69.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.16% | 944.92%-961.1pp | 701.18%-717.3pp | 417.96%-434.1pp |
| Employer contribution / active EE | $765 | $3,274-76.6% | $3,009-74.6% | $4,740-83.9% |
| Participant deferral / active EE | $1,870 | $4,802-61.0% | $4,395-57.4% | $6,400-70.8% |
| Admin fee / account holder | $1,485 | $5,983-75.2% | $5,329-72.1% | $11,426-87.0% |