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 | $7,570 | $27,641-72.6% | $61,373-87.7% | $68,494-88.9% |
| Participation rate | 76.1% | 39.5%+36.6pp | 52.6%+23.6pp | 67.9%+8.2pp |
| Annual return | -16.88% | -13.24%-3.6pp | 338.61%-355.5pp | -7.84%-9.0pp |
| Employer contribution / active EE | $355 | $695-48.9% | $1,159-69.4% | $2,596-86.3% |
| Participant deferral / active EE | $827 | $1,263-34.5% | $2,125-61.1% | $4,027-79.5% |
| Admin fee / account holder | $1,221 | $2,010-39.2% | $2,130-42.7% | $5,403-77.4% |