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 | $19,041 | $92,703-79.5% | $82,719-77.0% | $134,475-85.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.91% | 944.92%-962.8pp | 701.18%-719.1pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,248 | $3,274-31.3% | $3,009-25.3% | $4,740-52.6% |
| Participant deferral / active EE | $2,704 | $4,802-43.7% | $4,395-38.5% | $6,400-57.7% |
| Admin fee / account holder | $1,414 | $5,983-76.4% | $5,329-73.5% | $11,426-87.6% |