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 | $33,420 | $69,010-51.6% | $159,960-79.1% | $68,494-51.2% |
| Participation rate | 96.6% | 65.4%+31.1pp | 78.0%+18.6pp | 67.9%+28.7pp |
| Annual return | -16.65% | -9.65%-7.0pp | 408.60%-425.3pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,020 | $2,213-8.7% | $4,226-52.2% | $2,596-22.2% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,182-100.0% | $4,027-100.0% |
| Admin fee / account holder | $555 | $4,798-88.4% | $8,698-93.6% | $5,403-89.7% |