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 | $13,518 | $54,350-75.1% | $82,719-83.7% | $68,494-80.3% |
| Participation rate | 90.6% | 63.9%+26.6pp | 72.6%+18.0pp | 67.9%+22.7pp |
| Annual return | -18.37% | -13.67%-4.7pp | 701.18%-719.5pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,235 | $2,218-44.3% | $3,009-59.0% | $2,596-52.4% |
| Participant deferral / active EE | $1,859 | $3,246-42.7% | $4,395-57.7% | $4,027-53.8% |
| Admin fee / account holder | $663 | $4,395-84.9% | $5,329-87.6% | $5,403-87.7% |