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 | $11,179 | $90,600-87.7% | $79,464-85.9% | $135,375-91.7% |
| Participation rate | 95.8% | 76.0%+19.8pp | 73.3%+22.5pp | 82.6%+13.2pp |
| Annual return | -7.28% | 977.43%-984.7pp | 718.14%-725.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,757 | $3,068-42.7% | $2,800-37.3% | $4,779-63.2% |
| Participant deferral / active EE | $2,695 | $4,050-33.5% | $3,704-27.2% | $5,609-52.0% |
| Admin fee / account holder | $309 | $5,907-94.8% | $5,113-94.0% | $10,827-97.1% |