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 | $22,691 | $54,350-58.3% | $82,719-72.6% | $68,494-66.9% |
| Participation rate | 81.5% | 63.9%+17.6pp | 72.6%+8.9pp | 67.9%+13.6pp |
| Annual return | -18.37% | -13.67%-4.7pp | 701.18%-719.5pp | -7.84%-10.5pp |
| Employer contribution / active EE | $731 | $2,218-67.0% | $3,009-75.7% | $2,596-71.8% |
| Participant deferral / active EE | $1,638 | $3,246-49.5% | $4,395-62.7% | $4,027-59.3% |
| Admin fee / account holder | $3,497 | $4,395-20.4% | $5,329-34.4% | $5,403-35.3% |