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 | $22,588 | $90,600-75.1% | $79,464-71.6% | $135,375-83.3% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -8.01% | 977.43%-985.4pp | 718.14%-726.2pp | 519.73%-527.7pp |
| Employer contribution / active EE | $2,958 | $3,068-3.6% | $2,800+5.6% | $4,779-38.1% |
| Participant deferral / active EE | $6,829 | $4,050+68.6% | $3,704+84.4% | $5,609+21.8% |
| Admin fee / account holder | $836 | $5,907-85.8% | $5,113-83.7% | $10,827-92.3% |