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 | $21,558 | $54,350-60.3% | $82,719-73.9% | $68,494-68.5% |
| Participation rate | 84.3% | 63.9%+20.4pp | 72.6%+11.7pp | 67.9%+16.4pp |
| Annual return | -14.20% | -13.67%-0.5pp | 701.18%-715.4pp | -7.84%-6.4pp |
| Employer contribution / active EE | $503 | $2,218-77.3% | $3,009-83.3% | $2,596-80.6% |
| Participant deferral / active EE | $908 | $3,246-72.0% | $4,395-79.3% | $4,027-77.4% |
| Admin fee / account holder | $1,826 | $4,395-58.5% | $5,329-65.7% | $5,403-66.2% |