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 | $38,853 | $106,543-63.5% | $91,220-57.4% | $134,475-71.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -14.02% | 160.60%-174.6pp | 114.01%-128.0pp | 417.96%-432.0pp |
| Employer contribution / active EE | $2,120 | $3,331-36.4% | $2,850-25.6% | $4,740-55.3% |
| Participant deferral / active EE | $3,505 | $4,719-25.7% | $4,234-17.2% | $6,400-45.2% |
| Admin fee / account holder | $1,823 | $6,231-70.7% | $5,420-66.4% | $11,426-84.0% |