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 | $36,932 | $190,805-80.6% | $159,960-76.9% | $134,475-72.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.90% | 552.23%-571.1pp | 408.60%-427.5pp | 417.96%-436.9pp |
| Employer contribution / active EE | $972 | $4,995-80.5% | $4,226-77.0% | $4,740-79.5% |
| Participant deferral / active EE | $4,483 | $6,923-35.2% | $6,182-27.5% | $6,400-29.9% |
| Admin fee / account holder | $835 | $10,471-92.0% | $8,698-90.4% | $11,426-92.7% |