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 | $45,168 | $92,703-51.3% | $82,719-45.4% | $134,475-66.4% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.4pp | 81.2%+9.7pp |
| Annual return | -15.67% | 944.92%-960.6pp | 701.18%-716.8pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,052 | $3,274-37.3% | $3,009-31.8% | $4,740-56.7% |
| Participant deferral / active EE | $3,033 | $4,802-36.8% | $4,395-31.0% | $6,400-52.6% |
| Admin fee / account holder | $575 | $5,983-90.4% | $5,329-89.2% | $11,426-95.0% |