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 | $33,300 | $44,873-25.8% | $79,464-58.1% | $56,287-40.8% |
| Participation rate | 83.0% | 68.7%+14.3pp | 73.3%+9.7pp | 69.9%+13.1pp |
| Annual return | -4.56% | 0.81%-5.4pp | 718.14%-722.7pp | -9.96%+5.4pp |
| Employer contribution / active EE | $1,763 | $2,140-17.6% | $2,800-37.0% | $2,111-16.5% |
| Participant deferral / active EE | $1,835 | $2,746-33.2% | $3,704-50.4% | $3,350-45.2% |
| Admin fee / account holder | $5,500 | $418+1214.3% | $5,113+7.6% | $521+955.7% |