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 | $17,214 | $90,600-81.0% | $79,464-78.3% | $135,375-87.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.91% | 977.43%-984.3pp | 718.14%-725.1pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,352 | $3,068-55.9% | $2,800-51.7% | $4,779-71.7% |
| Participant deferral / active EE | $3,321 | $4,050-18.0% | $3,704-10.3% | $5,609-40.8% |
| Admin fee / account holder | $1,545 | $5,907-73.8% | $5,113-69.8% | $10,827-85.7% |