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 | $27,949 | $54,350-48.6% | $82,719-66.2% | $68,494-59.2% |
| Participation rate | 81.3% | 63.9%+17.3pp | 72.6%+8.7pp | 67.9%+13.4pp |
| Annual return | -13.76% | -13.67%-0.1pp | 701.18%-714.9pp | -7.84%-5.9pp |
| Employer contribution / active EE | $1,075 | $2,218-51.5% | $3,009-64.3% | $2,596-58.6% |
| Participant deferral / active EE | $2,242 | $3,246-30.9% | $4,395-49.0% | $4,027-44.3% |
| Admin fee / account holder | $4,375 | $4,395-0.5% | $5,329-17.9% | $5,403-19.0% |