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 | $49,700 | $69,010-28.0% | $159,960-68.9% | $68,494-27.4% |
| Participation rate | 78.8% | 65.4%+13.4pp | 78.0%+0.8pp | 67.9%+10.9pp |
| Annual return | -12.46% | -9.65%-2.8pp | 408.60%-421.1pp | -7.84%-4.6pp |
| Employer contribution / active EE | $2,558 | $2,213+15.6% | $4,226-39.5% | $2,596-1.5% |
| Participant deferral / active EE | $3,999 | $4,212-5.1% | $6,182-35.3% | $4,027-0.7% |
| Admin fee / account holder | $1,440 | $4,798-70.0% | $8,698-83.4% | $5,403-73.3% |