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 | $18,676 | $92,703-79.9% | $82,719-77.4% | $134,475-86.1% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -10.70% | 944.92%-955.6pp | 701.18%-711.9pp | 417.96%-428.7pp |
| Employer contribution / active EE | $1,489 | $3,274-54.5% | $3,009-50.5% | $4,740-68.6% |
| Participant deferral / active EE | $3,245 | $4,802-32.4% | $4,395-26.2% | $6,400-49.3% |
| Admin fee / account holder | $21,697 | $5,983+262.7% | $5,329+307.2% | $11,426+89.9% |