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 | $18,963 | $54,350-65.1% | $82,719-77.1% | $68,494-72.3% |
| Participation rate | 93.6% | 63.9%+29.7pp | 72.6%+21.1pp | 67.9%+25.7pp |
| Annual return | -19.35% | -13.67%-5.7pp | 701.18%-720.5pp | -7.84%-11.5pp |
| Employer contribution / active EE | $746 | $2,218-66.4% | $3,009-75.2% | $2,596-71.3% |
| Participant deferral / active EE | $1,921 | $3,246-40.8% | $4,395-56.3% | $4,027-52.3% |
| Admin fee / account holder | $2,959 | $4,395-32.7% | $5,329-44.5% | $5,403-45.2% |