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 | $13,169 | $90,600-85.5% | $79,464-83.4% | $135,375-90.3% |
| Participation rate | 70.0% | 76.0%-6.0pp | 73.3%-3.3pp | 82.6%-12.6pp |
| Annual return | -6.92% | 977.43%-984.3pp | 718.14%-725.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $114 | $3,068-96.3% | $2,800-95.9% | $4,779-97.6% |
| Participant deferral / active EE | $783 | $4,050-80.7% | $3,704-78.9% | $5,609-86.0% |
| Admin fee / account holder | $6,125 | $5,907+3.7% | $5,113+19.8% | $10,827-43.4% |