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 | $29,644 | $69,010-57.0% | $159,960-81.5% | $68,494-56.7% |
| Participation rate | 85.7% | 65.4%+20.3pp | 78.0%+7.8pp | 67.9%+17.8pp |
| Annual return | -18.11% | -9.65%-8.5pp | 408.60%-426.7pp | -7.84%-10.3pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,434 | $4,212+52.8% | $6,182+4.1% | $4,027+59.8% |
| Admin fee / account holder | $562 | $4,798-88.3% | $8,698-93.5% | $5,403-89.6% |