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 | $16,249 | $92,703-82.5% | $82,719-80.4% | $134,475-87.9% |
| Participation rate | 76.9% | 75.2%+1.7pp | 72.6%+4.4pp | 81.2%-4.3pp |
| Annual return | -9.43% | 944.92%-954.4pp | 701.18%-710.6pp | 417.96%-427.4pp |
| Employer contribution / active EE | $2,011 | $3,274-38.6% | $3,009-33.2% | $4,740-57.6% |
| Participant deferral / active EE | $1,736 | $4,802-63.9% | $4,395-60.5% | $6,400-72.9% |
| Admin fee / account holder | $3,147 | $5,983-47.4% | $5,329-40.9% | $11,426-72.5% |