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 | $23,171 | $92,703-75.0% | $82,719-72.0% | $134,475-82.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.92% | 944.92%-956.8pp | 701.18%-713.1pp | 417.96%-429.9pp |
| Employer contribution / active EE | $1,191 | $3,274-63.6% | $3,009-60.4% | $4,740-74.9% |
| Participant deferral / active EE | $2,233 | $4,802-53.5% | $4,395-49.2% | $6,400-65.1% |
| Admin fee / account holder | $1,124 | $5,983-81.2% | $5,329-78.9% | $11,426-90.2% |