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 | $32,530 | $54,350-40.1% | $82,719-60.7% | $68,494-52.5% |
| Participation rate | 83.1% | 63.9%+19.2pp | 72.6%+10.5pp | 67.9%+15.2pp |
| Annual return | -13.87% | -13.67%-0.2pp | 701.18%-715.1pp | -7.84%-6.0pp |
| Employer contribution / active EE | $488 | $2,218-78.0% | $3,009-83.8% | $2,596-81.2% |
| Participant deferral / active EE | $3,532 | $3,246+8.8% | $4,395-19.6% | $4,027-12.3% |
| Admin fee / account holder | $4,811 | $4,395+9.5% | $5,329-9.7% | $5,403-10.9% |