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 | $41,220 | $92,703-55.5% | $82,719-50.2% | $134,475-69.3% |
| Participation rate | 86.4% | 75.2%+11.2pp | 72.6%+13.8pp | 81.2%+5.1pp |
| Annual return | -18.49% | 944.92%-963.4pp | 701.18%-719.7pp | 417.96%-436.5pp |
| Employer contribution / active EE | $3,708 | $3,274+13.3% | $3,009+23.2% | $4,740-21.8% |
| Participant deferral / active EE | $6,989 | $4,802+45.5% | $4,395+59.0% | $6,400+9.2% |
| Admin fee / account holder | $554 | $5,983-90.7% | $5,329-89.6% | $11,426-95.2% |