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 | $39,317 | $54,350-27.7% | $82,719-52.5% | $68,494-42.6% |
| Participation rate | 96.4% | 63.9%+32.4pp | 72.6%+23.8pp | 67.9%+28.5pp |
| Annual return | -15.83% | -13.67%-2.2pp | 701.18%-717.0pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,309 | $2,218+4.1% | $3,009-23.3% | $2,596-11.1% |
| Participant deferral / active EE | $3,272 | $3,246+0.8% | $4,395-25.5% | $4,027-18.7% |
| Admin fee / account holder | $13,536 | $4,395+208.0% | $5,329+154.0% | $5,403+150.5% |