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 | $33,221 | $92,703-64.2% | $82,719-59.8% | $134,475-75.3% |
| Participation rate | 84.6% | 75.2%+9.4pp | 72.6%+12.1pp | 81.2%+3.4pp |
| Annual return | -16.53% | 944.92%-961.5pp | 701.18%-717.7pp | 417.96%-434.5pp |
| Employer contribution / active EE | $3,409 | $3,274+4.1% | $3,009+13.3% | $4,740-28.1% |
| Participant deferral / active EE | $2,594 | $4,802-46.0% | $4,395-41.0% | $6,400-59.5% |
| Admin fee / account holder | $1,685 | $5,983-71.8% | $5,329-68.4% | $11,426-85.3% |