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 | $42,759 | $92,703-53.9% | $82,719-48.3% | $134,475-68.2% |
| Participation rate | 88.2% | 75.2%+13.0pp | 72.6%+15.7pp | 81.2%+7.0pp |
| Annual return | -17.94% | 944.92%-962.9pp | 701.18%-719.1pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,257 | $3,274-61.6% | $3,009-58.2% | $4,740-73.5% |
| Participant deferral / active EE | $3,600 | $4,802-25.0% | $4,395-18.1% | $6,400-43.7% |
| Admin fee / account holder | $5,155 | $5,983-13.8% | $5,329-3.3% | $11,426-54.9% |