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 | $14,333 | $92,703-84.5% | $82,719-82.7% | $134,475-89.3% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -12.78% | 944.92%-957.7pp | 701.18%-714.0pp | 417.96%-430.7pp |
| Employer contribution / active EE | $1,572 | $3,274-52.0% | $3,009-47.8% | $4,740-66.8% |
| Participant deferral / active EE | $2,045 | $4,802-57.4% | $4,395-53.5% | $6,400-68.0% |
| Admin fee / account holder | $11,551 | $5,983+93.1% | $5,329+116.8% | $11,426+1.1% |