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 | $32,651 | $54,229-39.8% | $70,092-53.4% | $68,494-52.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -16.38% | -13.87%-2.5pp | 190.73%-207.1pp | -7.84%-8.5pp |
| Employer contribution / active EE | $785 | $2,018-61.1% | $2,559-69.3% | $2,596-69.7% |
| Participant deferral / active EE | $3,205 | $2,956+8.4% | $3,849-16.7% | $4,027-20.4% |
| Admin fee / account holder | $7,665 | $4,694+63.3% | $6,267+22.3% | $5,403+41.9% |