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 | $27,828 | $92,703-70.0% | $82,719-66.4% | $134,475-79.3% |
| Participation rate | 92.3% | 75.2%+17.1pp | 72.6%+19.8pp | 81.2%+11.1pp |
| Annual return | -17.45% | 944.92%-962.4pp | 701.18%-718.6pp | 417.96%-435.4pp |
| Employer contribution / active EE | $709 | $3,274-78.3% | $3,009-76.4% | $4,740-85.0% |
| Participant deferral / active EE | $3,873 | $4,802-19.3% | $4,395-11.9% | $6,400-39.5% |
| Admin fee / account holder | $1,253 | $5,983-79.0% | $5,329-76.5% | $11,426-89.0% |