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 | $18,951 | $97,757-80.6% | $83,848-77.4% | $135,375-86.0% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -8.92% | 1287.37%-1296.3pp | 850.88%-859.8pp | 519.73%-528.7pp |
| Employer contribution / active EE | $2,138 | $4,222-49.3% | $3,631-41.1% | $4,779-55.3% |
| Participant deferral / active EE | $3,293 | $4,682-29.7% | $4,082-19.3% | $5,609-41.3% |
| Admin fee / account holder | $302 | $6,674-95.5% | $5,478-94.5% | $10,827-97.2% |