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 | $46,836 | $54,350-13.8% | $82,719-43.4% | $68,494-31.6% |
| Participation rate | 97.4% | 63.9%+33.5pp | 72.6%+24.8pp | 67.9%+29.5pp |
| Annual return | -13.33% | -13.67%+0.3pp | 701.18%-714.5pp | -7.84%-5.5pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,962 | $3,246+83.7% | $4,395+35.7% | $4,027+48.0% |
| Admin fee / account holder | $1,050 | $4,395-76.1% | $5,329-80.3% | $5,403-80.6% |