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 | $25,838 | $84,402-69.4% | $61,373-57.9% | $134,475-80.8% |
| Participation rate | 86.7% | 62.2%+24.5pp | 52.6%+34.1pp | 81.2%+5.4pp |
| Annual return | -10.71% | 584.55%-595.3pp | 338.61%-349.3pp | 417.96%-428.7pp |
| Employer contribution / active EE | $959 | $1,544-37.9% | $1,159-17.3% | $4,740-79.8% |
| Participant deferral / active EE | $2,881 | $2,819+2.2% | $2,125+35.6% | $6,400-55.0% |
| Admin fee / account holder | $998 | $2,585-61.4% | $2,130-53.1% | $11,426-91.3% |