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 | $43,061 | $54,350-20.8% | $82,719-47.9% | $68,494-37.1% |
| Participation rate | 85.5% | 63.9%+21.5pp | 72.6%+12.9pp | 67.9%+17.6pp |
| Annual return | -16.93% | -13.67%-3.3pp | 701.18%-718.1pp | -7.84%-9.1pp |
| Employer contribution / active EE | $863 | $2,218-61.1% | $3,009-71.3% | $2,596-66.8% |
| Participant deferral / active EE | $4,930 | $3,246+51.9% | $4,395+12.2% | $4,027+22.4% |
| Admin fee / account holder | $1,611 | $4,395-63.4% | $5,329-69.8% | $5,403-70.2% |