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 | $9,885 | $88,594-88.8% | $70,092-85.9% | $134,475-92.6% |
| Participation rate | 87.5% | 74.9%+12.6pp | 70.5%+17.0pp | 81.2%+6.3pp |
| Annual return | -16.54% | 442.67%-459.2pp | 190.73%-207.3pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,291 | $3,233-60.1% | $2,559-49.6% | $4,740-72.8% |
| Participant deferral / active EE | $1,486 | $4,772-68.9% | $3,849-61.4% | $6,400-76.8% |
| Admin fee / account holder | $408 | $10,441-96.1% | $6,267-93.5% | $11,426-96.4% |