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 | $15,804 | $92,703-83.0% | $82,719-80.9% | $134,475-88.2% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -20.00% | 944.92%-964.9pp | 701.18%-721.2pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,020 | $3,274-68.8% | $3,009-66.1% | $4,740-78.5% |
| Participant deferral / active EE | $1,093 | $4,802-77.2% | $4,395-75.1% | $6,400-82.9% |
| Admin fee / account holder | $304 | $5,983-94.9% | $5,329-94.3% | $11,426-97.3% |