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 | $21,954 | $92,703-76.3% | $82,719-73.5% | $134,475-83.7% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.4pp | 81.2%+9.7pp |
| Annual return | -19.27% | 944.92%-964.2pp | 701.18%-720.4pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,952 | $3,274-40.4% | $3,009-35.1% | $4,740-58.8% |
| Participant deferral / active EE | $4,017 | $4,802-16.4% | $4,395-8.6% | $6,400-37.2% |
| Admin fee / account holder | $1,025 | $5,983-82.9% | $5,329-80.8% | $11,426-91.0% |