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 | $40,358 | $92,703-56.5% | $82,719-51.2% | $134,475-70.0% |
| Participation rate | 93.8% | 75.2%+18.6pp | 72.6%+21.2pp | 81.2%+12.5pp |
| Annual return | -13.19% | 944.92%-958.1pp | 701.18%-714.4pp | 417.96%-431.2pp |
| Employer contribution / active EE | $2,094 | $3,274-36.0% | $3,009-30.4% | $4,740-55.8% |
| Participant deferral / active EE | $3,426 | $4,802-28.7% | $4,395-22.1% | $6,400-46.5% |
| Admin fee / account holder | $15,338 | $5,983+156.4% | $5,329+187.8% | $11,426+34.2% |