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 | $19,032 | $54,229-64.9% | $70,092-72.8% | $68,494-72.2% |
| Participation rate | 95.2% | 64.5%+30.8pp | 70.5%+24.8pp | 67.9%+27.3pp |
| Annual return | -18.65% | -13.87%-4.8pp | 190.73%-209.4pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,281 | $2,018-36.5% | $2,559-49.9% | $2,596-50.7% |
| Participant deferral / active EE | $2,378 | $2,956-19.5% | $3,849-38.2% | $4,027-41.0% |
| Admin fee / account holder | $822 | $4,694-82.5% | $6,267-86.9% | $5,403-84.8% |