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 | $31,892 | $92,703-65.6% | $82,719-61.4% | $134,475-76.3% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.4pp | 81.2%+9.7pp |
| Annual return | -18.81% | 944.92%-963.7pp | 701.18%-720.0pp | 417.96%-436.8pp |
| Employer contribution / active EE | $2,065 | $3,274-36.9% | $3,009-31.4% | $4,740-56.4% |
| Participant deferral / active EE | $3,640 | $4,802-24.2% | $4,395-17.2% | $6,400-43.1% |
| Admin fee / account holder | $10,573 | $5,983+76.7% | $5,329+98.4% | $11,426-7.5% |