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 | $16,177 | $46,674-65.3% | $117,472-86.2% | $68,494-76.4% |
| Participation rate | 86.8% | 56.8%+30.0pp | 70.6%+16.2pp | 67.9%+18.9pp |
| Annual return | -8.78% | -14.52%+5.7pp | 29.74%-38.5pp | -7.84%-0.9pp |
| Employer contribution / active EE | $791 | $1,505-47.4% | $4,176-81.1% | $2,596-69.5% |
| Participant deferral / active EE | $0 | $2,636-100.0% | $4,070-100.0% | $4,027-100.0% |
| Admin fee / account holder | $573 | $4,020-85.7% | $5,645-89.8% | $5,403-89.4% |