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 | $17,746 | $90,600-80.4% | $79,464-77.7% | $135,375-86.9% |
| Participation rate | 88.9% | 76.0%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | -8.15% | 977.43%-985.6pp | 718.14%-726.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,152 | $3,068-62.4% | $2,800-58.8% | $4,779-75.9% |
| Participant deferral / active EE | $3,645 | $4,050-10.0% | $3,704-1.6% | $5,609-35.0% |
| Admin fee / account holder | $370 | $5,907-93.7% | $5,113-92.8% | $10,827-96.6% |