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 | $9,529 | $92,703-89.7% | $82,719-88.5% | $134,475-92.9% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -17.29% | 944.92%-962.2pp | 701.18%-718.5pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,227 | $3,274-62.5% | $3,009-59.2% | $4,740-74.1% |
| Participant deferral / active EE | $1,929 | $4,802-59.8% | $4,395-56.1% | $6,400-69.9% |
| Admin fee / account holder | $826 | $5,983-86.2% | $5,329-84.5% | $11,426-92.8% |