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 | $18,061 | $90,600-80.1% | $79,464-77.3% | $135,375-86.7% |
| Participation rate | 86.7% | 76.0%+10.6pp | 73.3%+13.3pp | 82.6%+4.0pp |
| Annual return | -7.54% | 977.43%-985.0pp | 718.14%-725.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,911 | $3,068-5.1% | $2,800+4.0% | $4,779-39.1% |
| Participant deferral / active EE | $3,685 | $4,050-9.0% | $3,704-0.5% | $5,609-34.3% |
| Admin fee / account holder | $493 | $5,907-91.7% | $5,113-90.4% | $10,827-95.4% |