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 | $20,266 | $106,543-81.0% | $91,220-77.8% | $134,475-84.9% |
| Participation rate | 85.7% | 76.8%+8.9pp | 73.2%+12.5pp | 81.2%+4.5pp |
| Annual return | -6.83% | 160.60%-167.4pp | 114.01%-120.8pp | 417.96%-424.8pp |
| Employer contribution / active EE | $1,746 | $3,331-47.6% | $2,850-38.7% | $4,740-63.2% |
| Participant deferral / active EE | $2,786 | $4,719-40.9% | $4,234-34.2% | $6,400-56.5% |
| Admin fee / account holder | $1,605 | $6,231-74.2% | $5,420-70.4% | $11,426-86.0% |