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 | $78,564 | $92,703-15.3% | $82,719-5.0% | $134,475-41.6% |
| Participation rate | 88.2% | 75.2%+13.0pp | 72.6%+15.7pp | 81.2%+7.0pp |
| Annual return | -9.79% | 944.92%-954.7pp | 701.18%-711.0pp | 417.96%-427.7pp |
| Employer contribution / active EE | $3,045 | $3,274-7.0% | $3,009+1.2% | $4,740-35.8% |
| Participant deferral / active EE | $4,447 | $4,802-7.4% | $4,395+1.2% | $6,400-30.5% |
| Admin fee / account holder | $808 | $5,983-86.5% | $5,329-84.8% | $11,426-92.9% |