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 | $25,089 | $82,664-69.6% | $125,339-80.0% | $68,494-63.4% |
| Participation rate | 85.5% | 75.0%+10.4pp | 82.4%+3.1pp | 67.9%+17.6pp |
| Annual return | -15.34% | -5.97%-9.4pp | 572.05%-587.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,861 | $6,110-36.8% | $7,446-48.1% | $4,027-4.1% |
| Admin fee / account holder | $1,297 | $6,275-79.3% | $10,010-87.0% | $5,403-76.0% |