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 | $30,648 | $54,350-43.6% | $82,719-62.9% | $68,494-55.3% |
| Participation rate | 86.1% | 63.9%+22.2pp | 72.6%+13.6pp | 67.9%+18.2pp |
| Annual return | -15.03% | -13.67%-1.4pp | 701.18%-716.2pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,846 | $2,218+28.3% | $3,009-5.4% | $2,596+9.6% |
| Participant deferral / active EE | $5,210 | $3,246+60.5% | $4,395+18.6% | $4,027+29.4% |
| Admin fee / account holder | $4,074 | $4,395-7.3% | $5,329-23.6% | $5,403-24.6% |