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 | $17,810 | $92,703-80.8% | $82,719-78.5% | $134,475-86.8% |
| Participation rate | 72.7% | 75.2%-2.5pp | 72.6%+0.2pp | 81.2%-8.5pp |
| Annual return | -19.44% | 944.92%-964.4pp | 701.18%-720.6pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,884 | $3,274-42.4% | $3,009-37.4% | $4,740-60.2% |
| Participant deferral / active EE | $2,186 | $4,802-54.5% | $4,395-50.3% | $6,400-65.8% |
| Admin fee / account holder | $366 | $5,983-93.9% | $5,329-93.1% | $11,426-96.8% |