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 | $16,697 | $27,641-39.6% | $61,373-72.8% | $68,494-75.6% |
| Participation rate | 85.5% | 39.5%+46.0pp | 52.6%+32.9pp | 67.9%+17.6pp |
| Annual return | -20.09% | -13.24%-6.9pp | 338.61%-358.7pp | -7.84%-12.2pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $905 | $1,263-28.4% | $2,125-57.4% | $4,027-77.5% |
| Admin fee / account holder | $4,004 | $2,010+99.2% | $2,130+88.0% | $5,403-25.9% |