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 | $41,688 | $54,350-23.3% | $82,719-49.6% | $68,494-39.1% |
| Participation rate | 70.3% | 63.9%+6.4pp | 72.6%-2.3pp | 67.9%+2.4pp |
| Annual return | -19.10% | -13.67%-5.4pp | 701.18%-720.3pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,188 | $2,218-46.5% | $3,009-60.5% | $2,596-54.3% |
| Participant deferral / active EE | $1,270 | $3,246-60.9% | $4,395-71.1% | $4,027-68.5% |
| Admin fee / account holder | $6,844 | $4,395+55.7% | $5,329+28.4% | $5,403+26.7% |