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 | $17,573 | $106,543-83.5% | $91,220-80.7% | $134,475-86.9% |
| Participation rate | 85.7% | 76.8%+8.9pp | 73.2%+12.5pp | 81.2%+4.5pp |
| Annual return | -15.37% | 160.60%-176.0pp | 114.01%-129.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $620 | $3,331-81.4% | $2,850-78.2% | $4,740-86.9% |
| Participant deferral / active EE | $1,244 | $4,719-73.6% | $4,234-70.6% | $6,400-80.6% |
| Admin fee / account holder | $1,161 | $6,231-81.4% | $5,420-78.6% | $11,426-89.8% |