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 | $20,428 | $92,703-78.0% | $82,719-75.3% | $134,475-84.8% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.4pp |
| Annual return | -18.04% | 944.92%-963.0pp | 701.18%-719.2pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,978 | $3,274-9.0% | $3,009-1.0% | $4,740-37.2% |
| Participant deferral / active EE | $6,141 | $4,802+27.9% | $4,395+39.7% | $6,400-4.0% |
| Admin fee / account holder | $3,286 | $5,983-45.1% | $5,329-38.3% | $11,426-71.2% |