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 | $36,155 | $82,630-56.2% | $64,105-43.6% | $125,391-71.2% |
| Participation rate | 83.3% | 75.9%+7.5pp | 68.2%+15.2pp | 83.2%+0.1pp |
| Annual return | -1.97% | 1489.72%-1491.7pp | 791.24%-793.2pp | 282.22%-284.2pp |
| Employer contribution / active EE | $1,412 | $2,671-47.1% | $1,820-22.4% | $4,866-71.0% |
| Participant deferral / active EE | $807 | $3,608-77.6% | $2,822-71.4% | $5,352-84.9% |
| Admin fee / account holder | $43,870 | $6,382+587.4% | $4,499+875.0% | $9,540+359.8% |