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 | $10,685 | $92,703-88.5% | $82,719-87.1% | $134,475-92.1% |
| Participation rate | 93.3% | 75.2%+18.1pp | 72.6%+20.8pp | 81.2%+12.1pp |
| Annual return | -10.50% | 944.92%-955.4pp | 701.18%-711.7pp | 417.96%-428.5pp |
| Employer contribution / active EE | $809 | $3,274-75.3% | $3,009-73.1% | $4,740-82.9% |
| Participant deferral / active EE | $1,517 | $4,802-68.4% | $4,395-65.5% | $6,400-76.3% |
| Admin fee / account holder | $5,472 | $5,983-8.5% | $5,329+2.7% | $11,426-52.1% |