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 | $14,062 | $54,350-74.1% | $82,719-83.0% | $68,494-79.5% |
| Participation rate | 91.5% | 63.9%+27.6pp | 72.6%+18.9pp | 67.9%+23.6pp |
| Annual return | -12.14% | -13.67%+1.5pp | 701.18%-713.3pp | -7.84%-4.3pp |
| Employer contribution / active EE | $481 | $2,218-78.3% | $3,009-84.0% | $2,596-81.5% |
| Participant deferral / active EE | $1,390 | $3,246-57.2% | $4,395-68.4% | $4,027-65.5% |
| Admin fee / account holder | $739 | $4,395-83.2% | $5,329-86.1% | $5,403-86.3% |