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 | $27,702 | $92,703-70.1% | $82,719-66.5% | $134,475-79.4% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -14.63% | 944.92%-959.6pp | 701.18%-715.8pp | 417.96%-432.6pp |
| Employer contribution / active EE | $1,486 | $3,274-54.6% | $3,009-50.6% | $4,740-68.6% |
| Participant deferral / active EE | $1,489 | $4,802-69.0% | $4,395-66.1% | $6,400-76.7% |
| Admin fee / account holder | $597 | $5,983-90.0% | $5,329-88.8% | $11,426-94.8% |