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 | $21,260 | $90,600-76.5% | $79,464-73.2% | $135,375-84.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.12% | 977.43%-984.6pp | 718.14%-725.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,997 | $3,068-34.9% | $2,800-28.7% | $4,779-58.2% |
| Participant deferral / active EE | $2,807 | $4,050-30.7% | $3,704-24.2% | $5,609-49.9% |
| Admin fee / account holder | $305 | $5,907-94.8% | $5,113-94.0% | $10,827-97.2% |