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 | $20,989 | $190,805-89.0% | $159,960-86.9% | $134,475-84.4% |
| Participation rate | 93.3% | 81.9%+11.4pp | 78.0%+15.4pp | 81.2%+12.1pp |
| Annual return | -20.21% | 552.23%-572.4pp | 408.60%-428.8pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,788 | $4,995-64.2% | $4,226-57.7% | $4,740-62.3% |
| Participant deferral / active EE | $3,922 | $6,923-43.3% | $6,182-36.6% | $6,400-38.7% |
| Admin fee / account holder | $4,276 | $10,471-59.2% | $8,698-50.8% | $11,426-62.6% |