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 | $32,421 | $92,703-65.0% | $82,719-60.8% | $134,475-75.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.88% | 944.92%-959.8pp | 701.18%-716.1pp | 417.96%-432.8pp |
| Employer contribution / active EE | $1,043 | $3,274-68.1% | $3,009-65.3% | $4,740-78.0% |
| Participant deferral / active EE | $1,571 | $4,802-67.3% | $4,395-64.3% | $6,400-75.5% |
| Admin fee / account holder | $4,643 | $5,983-22.4% | $5,329-12.9% | $11,426-59.4% |