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 | $37,258 | $90,600-58.9% | $79,464-53.1% | $135,375-72.5% |
| Participation rate | 89.5% | 76.0%+13.4pp | 73.3%+16.1pp | 82.6%+6.8pp |
| Annual return | -3.38% | 977.43%-980.8pp | 718.14%-721.5pp | 519.73%-523.1pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,018 | $4,050-25.5% | $3,704-18.5% | $5,609-46.2% |
| Admin fee / account holder | $1,174 | $5,907-80.1% | $5,113-77.0% | $10,827-89.2% |