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 | $16,451 | $90,600-81.8% | $79,464-79.3% | $135,375-87.8% |
| Participation rate | 78.6% | 76.0%+2.5pp | 73.3%+5.2pp | 82.6%-4.1pp |
| Annual return | -7.88% | 977.43%-985.3pp | 718.14%-726.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,006 | $3,068-67.2% | $2,800-64.1% | $4,779-78.9% |
| Participant deferral / active EE | $1,107 | $4,050-72.7% | $3,704-70.1% | $5,609-80.3% |
| Admin fee / account holder | $389 | $5,907-93.4% | $5,113-92.4% | $10,827-96.4% |