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 | $26,730 | $54,350-50.8% | $82,719-67.7% | $68,494-61.0% |
| Participation rate | 83.8% | 63.9%+19.9pp | 72.6%+11.2pp | 67.9%+15.9pp |
| Annual return | -14.40% | -13.67%-0.7pp | 701.18%-715.6pp | -7.84%-6.6pp |
| Employer contribution / active EE | $992 | $2,218-55.3% | $3,009-67.0% | $2,596-61.8% |
| Participant deferral / active EE | $1,782 | $3,246-45.1% | $4,395-59.5% | $4,027-55.8% |
| Admin fee / account holder | $2,037 | $4,395-53.7% | $5,329-61.8% | $5,403-62.3% |