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 | $21,414 | $92,703-76.9% | $82,719-74.1% | $134,475-84.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -6.39% | 944.92%-951.3pp | 701.18%-707.6pp | 417.96%-424.4pp |
| Employer contribution / active EE | $1,872 | $3,274-42.8% | $3,009-37.8% | $4,740-60.5% |
| Participant deferral / active EE | $3,612 | $4,802-24.8% | $4,395-17.8% | $6,400-43.6% |
| Admin fee / account holder | $2,198 | $5,983-63.3% | $5,329-58.8% | $11,426-80.8% |