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 | $18,689 | $90,600-79.4% | $79,464-76.5% | $135,375-86.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.33% | 977.43%-983.8pp | 718.14%-724.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $616 | $3,068-79.9% | $2,800-78.0% | $4,779-87.1% |
| Participant deferral / active EE | $743 | $4,050-81.6% | $3,704-79.9% | $5,609-86.7% |
| Admin fee / account holder | $1,039 | $5,907-82.4% | $5,113-79.7% | $10,827-90.4% |