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 | $13,639 | $54,350-74.9% | $82,719-83.5% | $68,494-80.1% |
| Participation rate | 85.7% | 63.9%+21.8pp | 72.6%+13.2pp | 67.9%+17.8pp |
| Annual return | -10.07% | -13.67%+3.6pp | 701.18%-711.3pp | -7.84%-2.2pp |
| Employer contribution / active EE | $1,022 | $2,218-53.9% | $3,009-66.0% | $2,596-60.6% |
| Participant deferral / active EE | $1,409 | $3,246-56.6% | $4,395-68.0% | $4,027-65.0% |
| Admin fee / account holder | $2,096 | $4,395-52.3% | $5,329-60.7% | $5,403-61.2% |