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 | $45,453 | $90,600-49.8% | $79,464-42.8% | $135,375-66.4% |
| Participation rate | 95.0% | 76.0%+19.0pp | 73.3%+21.7pp | 82.6%+12.4pp |
| Annual return | -7.99% | 977.43%-985.4pp | 718.14%-726.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $62 | $3,068-98.0% | $2,800-97.8% | $4,779-98.7% |
| Participant deferral / active EE | $3,188 | $4,050-21.3% | $3,704-13.9% | $5,609-43.2% |
| Admin fee / account holder | $2,581 | $5,907-56.3% | $5,113-49.5% | $10,827-76.2% |