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 | $19,541 | $92,703-78.9% | $82,719-76.4% | $134,475-85.5% |
| Participation rate | 94.7% | 75.2%+19.5pp | 72.6%+22.2pp | 81.2%+13.5pp |
| Annual return | -10.05% | 944.92%-955.0pp | 701.18%-711.2pp | 417.96%-428.0pp |
| Employer contribution / active EE | $1,924 | $3,274-41.2% | $3,009-36.0% | $4,740-59.4% |
| Participant deferral / active EE | $4,627 | $4,802-3.6% | $4,395+5.3% | $6,400-27.7% |
| Admin fee / account holder | $1,652 | $5,983-72.4% | $5,329-69.0% | $11,426-85.5% |