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 | $11,195 | $104,106-89.2% | $71,086-84.3% | $135,375-91.7% |
| Participation rate | 75.0% | 65.7%+9.3pp | 54.7%+20.3pp | 82.6%-7.6pp |
| Annual return | -9.64% | 1256.30%-1265.9pp | 650.59%-660.2pp | 519.73%-529.4pp |
| Employer contribution / active EE | $206 | $1,485-86.2% | $1,088-81.1% | $4,779-95.7% |
| Participant deferral / active EE | $206 | $2,527-91.9% | $1,874-89.0% | $5,609-96.3% |
| Admin fee / account holder | $312 | $4,142-92.5% | $3,082-89.9% | $10,827-97.1% |