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 8-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 | $16,099 | $54,350-70.4% | $82,719-80.5% | $68,494-76.5% |
| Participation rate | 70.0% | 63.9%+6.1pp | 72.6%-2.6pp | 67.9%+2.1pp |
| Annual return | -18.86% | -13.67%-5.2pp | 701.18%-720.0pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,656 | $2,218-25.3% | $3,009-44.9% | $2,596-36.2% |
| Participant deferral / active EE | $3,233 | $3,246-0.4% | $4,395-26.4% | $4,027-19.7% |
| Admin fee / account holder | $743 | $4,395-83.1% | $5,329-86.1% | $5,403-86.2% |