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 | $26,497 | $54,350-51.2% | $82,719-68.0% | $68,494-61.3% |
| Participation rate | 89.6% | 63.9%+25.6pp | 72.6%+17.0pp | 67.9%+21.7pp |
| Annual return | -15.37% | -13.67%-1.7pp | 701.18%-716.6pp | -7.84%-7.5pp |
| Employer contribution / active EE | $934 | $2,218-57.9% | $3,009-68.9% | $2,596-64.0% |
| Participant deferral / active EE | $2,169 | $3,246-33.2% | $4,395-50.7% | $4,027-46.1% |
| Admin fee / account holder | $3,886 | $4,395-11.6% | $5,329-27.1% | $5,403-28.1% |