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 | $24,696 | $84,402-70.7% | $61,373-59.8% | $134,475-81.6% |
| Participation rate | 91.7% | 62.2%+29.5pp | 52.6%+39.1pp | 81.2%+10.4pp |
| Annual return | -17.64% | 584.55%-602.2pp | 338.61%-356.3pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,045 | $1,544-32.4% | $1,159-9.9% | $4,740-78.0% |
| Participant deferral / active EE | $2,101 | $2,819-25.5% | $2,125-1.1% | $6,400-67.2% |
| Admin fee / account holder | $880 | $2,585-66.0% | $2,130-58.7% | $11,426-92.3% |