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 | $38,406 | $84,402-54.5% | $61,373-37.4% | $134,475-71.4% |
| Participation rate | 95.0% | 62.2%+32.8pp | 52.6%+42.4pp | 81.2%+13.8pp |
| Annual return | -20.49% | 584.55%-605.0pp | 338.61%-359.1pp | 417.96%-438.4pp |
| Employer contribution / active EE | $1,011 | $1,544-34.6% | $1,159-12.8% | $4,740-78.7% |
| Participant deferral / active EE | $1,832 | $2,819-35.0% | $2,125-13.8% | $6,400-71.4% |
| Admin fee / account holder | $3,175 | $2,585+22.8% | $2,130+49.1% | $11,426-72.2% |