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 | $23,335 | $90,600-74.2% | $79,464-70.6% | $135,375-82.8% |
| Participation rate | 92.9% | 76.0%+16.8pp | 73.3%+19.5pp | 82.6%+10.2pp |
| Annual return | -5.26% | 977.43%-982.7pp | 718.14%-723.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $762 | $3,068-75.2% | $2,800-72.8% | $4,779-84.1% |
| Participant deferral / active EE | $1,686 | $4,050-58.4% | $3,704-54.5% | $5,609-69.9% |
| Admin fee / account holder | $1,413 | $5,907-76.1% | $5,113-72.4% | $10,827-86.9% |