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 | $21,257 | $54,350-60.9% | $82,719-74.3% | $68,494-69.0% |
| Participation rate | 96.6% | 63.9%+32.6pp | 72.6%+24.0pp | 67.9%+28.7pp |
| Annual return | -18.78% | -13.67%-5.1pp | 701.18%-720.0pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,424 | $2,218+9.3% | $3,009-19.5% | $2,596-6.7% |
| Participant deferral / active EE | $3,470 | $3,246+6.9% | $4,395-21.0% | $4,027-13.8% |
| Admin fee / account holder | $3,194 | $4,395-27.3% | $5,329-40.1% | $5,403-40.9% |