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 | $25,753 | $54,350-52.6% | $82,719-68.9% | $68,494-62.4% |
| Participation rate | 98.1% | 63.9%+34.2pp | 72.6%+25.5pp | 67.9%+30.2pp |
| Annual return | -11.59% | -13.67%+2.1pp | 701.18%-712.8pp | -7.84%-3.7pp |
| Employer contribution / active EE | $2,569 | $2,218+15.8% | $3,009-14.6% | $2,596-1.1% |
| Participant deferral / active EE | $1,856 | $3,246-42.8% | $4,395-57.8% | $4,027-53.9% |
| Admin fee / account holder | $2,408 | $4,395-45.2% | $5,329-54.8% | $5,403-55.4% |