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 | $29,695 | $54,350-45.4% | $82,719-64.1% | $68,494-56.6% |
| Participation rate | 75.7% | 63.9%+11.8pp | 72.6%+3.1pp | 67.9%+7.8pp |
| Annual return | -12.85% | -13.67%+0.8pp | 701.18%-714.0pp | -7.84%-5.0pp |
| Employer contribution / active EE | $790 | $2,218-64.4% | $3,009-73.7% | $2,596-69.6% |
| Participant deferral / active EE | $1,131 | $3,246-65.2% | $4,395-74.3% | $4,027-71.9% |
| Admin fee / account holder | $1,326 | $4,395-69.8% | $5,329-75.1% | $5,403-75.5% |