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 | $17,643 | $92,703-81.0% | $82,719-78.7% | $134,475-86.9% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.4pp |
| Annual return | -15.52% | 944.92%-960.4pp | 701.18%-716.7pp | 417.96%-433.5pp |
| Employer contribution / active EE | $1,338 | $3,274-59.1% | $3,009-55.5% | $4,740-71.8% |
| Participant deferral / active EE | $1,689 | $4,802-64.8% | $4,395-61.6% | $6,400-73.6% |
| Admin fee / account holder | $3,043 | $5,983-49.1% | $5,329-42.9% | $11,426-73.4% |