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 | $17,573 | $84,402-79.2% | $61,373-71.4% | $134,475-86.9% |
| Participation rate | 87.5% | 62.2%+25.3pp | 52.6%+34.9pp | 81.2%+6.3pp |
| Annual return | -19.40% | 584.55%-603.9pp | 338.61%-358.0pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,442 | $1,544-6.6% | $1,159+24.4% | $4,740-69.6% |
| Participant deferral / active EE | $3,227 | $2,819+14.5% | $2,125+51.9% | $6,400-49.6% |
| Admin fee / account holder | $340 | $2,585-86.8% | $2,130-84.0% | $11,426-97.0% |