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 | $49,512 | $54,350-8.9% | $82,719-40.1% | $68,494-27.7% |
| Participation rate | 78.9% | 63.9%+15.0pp | 72.6%+6.3pp | 67.9%+11.0pp |
| Annual return | -12.51% | -13.67%+1.2pp | 701.18%-713.7pp | -7.84%-4.7pp |
| Employer contribution / active EE | $570 | $2,218-74.3% | $3,009-81.1% | $2,596-78.1% |
| Participant deferral / active EE | $3,400 | $3,246+4.7% | $4,395-22.6% | $4,027-15.6% |
| Admin fee / account holder | $1,839 | $4,395-58.2% | $5,329-65.5% | $5,403-66.0% |