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 | $9,696 | $90,600-89.3% | $79,464-87.8% | $135,375-92.8% |
| Participation rate | 92.9% | 76.0%+16.8pp | 73.3%+19.5pp | 82.6%+10.2pp |
| Annual return | -3.89% | 977.43%-981.3pp | 718.14%-722.0pp | 519.73%-523.6pp |
| Employer contribution / active EE | $746 | $3,068-75.7% | $2,800-73.4% | $4,779-84.4% |
| Participant deferral / active EE | $782 | $4,050-80.7% | $3,704-78.9% | $5,609-86.1% |
| Admin fee / account holder | $420 | $5,907-92.9% | $5,113-91.8% | $10,827-96.1% |