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 4-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 | $10,725 | $88,594-87.9% | $70,092-84.7% | $134,475-92.0% |
| Participation rate | 94.1% | 74.9%+19.2pp | 70.5%+23.6pp | 81.2%+12.9pp |
| Annual return | -17.68% | 442.67%-460.3pp | 190.73%-208.4pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,638 | $3,233-49.3% | $2,559-36.0% | $4,740-65.4% |
| Participant deferral / active EE | $2,153 | $4,772-54.9% | $3,849-44.1% | $6,400-66.4% |
| Admin fee / account holder | $941 | $10,441-91.0% | $6,267-85.0% | $11,426-91.8% |