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 | $34,103 | $92,703-63.2% | $82,719-58.8% | $134,475-74.6% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -17.37% | 944.92%-962.3pp | 701.18%-718.6pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,855 | $3,274-43.3% | $3,009-38.4% | $4,740-60.9% |
| Participant deferral / active EE | $3,302 | $4,802-31.2% | $4,395-24.9% | $6,400-48.4% |
| Admin fee / account holder | $1,116 | $5,983-81.3% | $5,329-79.1% | $11,426-90.2% |