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 | $9,782 | $90,600-89.2% | $79,464-87.7% | $135,375-92.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.43% | 977.43%-980.9pp | 718.14%-721.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $801 | $3,068-73.9% | $2,800-71.4% | $4,779-83.2% |
| Participant deferral / active EE | $1,368 | $4,050-66.2% | $3,704-63.1% | $5,609-75.6% |
| Admin fee / account holder | $3,981 | $5,907-32.6% | $5,113-22.1% | $10,827-63.2% |