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 | $36,946 | $54,350-32.0% | $82,719-55.3% | $68,494-46.1% |
| Participation rate | 91.4% | 63.9%+27.5pp | 72.6%+18.9pp | 67.9%+23.5pp |
| Annual return | -15.93% | -13.67%-2.3pp | 701.18%-717.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,198 | $2,218-46.0% | $3,009-60.2% | $2,596-53.8% |
| Participant deferral / active EE | $3,235 | $3,246-0.3% | $4,395-26.4% | $4,027-19.7% |
| Admin fee / account holder | $1,730 | $4,395-60.6% | $5,329-67.5% | $5,403-68.0% |