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 6-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 | $36,295 | $54,350-33.2% | $82,719-56.1% | $68,494-47.0% |
| Participation rate | 84.3% | 63.9%+20.4pp | 72.6%+11.8pp | 67.9%+16.4pp |
| Annual return | -14.95% | -13.67%-1.3pp | 701.18%-716.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,531 | $2,218-31.0% | $3,009-49.1% | $2,596-41.0% |
| Participant deferral / active EE | $2,299 | $3,246-29.2% | $4,395-47.7% | $4,027-42.9% |
| Admin fee / account holder | $951 | $4,395-78.4% | $5,329-82.2% | $5,403-82.4% |