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 | $33,479 | $92,703-63.9% | $82,719-59.5% | $134,475-75.1% |
| Participation rate | 95.5% | 75.2%+20.3pp | 72.6%+22.9pp | 81.2%+14.2pp |
| Annual return | -18.08% | 944.92%-963.0pp | 701.18%-719.3pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,356 | $3,274-58.6% | $3,009-54.9% | $4,740-71.4% |
| Participant deferral / active EE | $2,478 | $4,802-48.4% | $4,395-43.6% | $6,400-61.3% |
| Admin fee / account holder | $4,371 | $5,983-26.9% | $5,329-18.0% | $11,426-61.7% |