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 | $31,147 | $54,350-42.7% | $82,719-62.3% | $68,494-54.5% |
| Participation rate | 96.9% | 63.9%+33.0pp | 72.6%+24.3pp | 67.9%+29.0pp |
| Annual return | -13.53% | -13.67%+0.1pp | 701.18%-714.7pp | -7.84%-5.7pp |
| Employer contribution / active EE | $802 | $2,218-63.8% | $3,009-73.3% | $2,596-69.1% |
| Participant deferral / active EE | $2,478 | $3,246-23.7% | $4,395-43.6% | $4,027-38.5% |
| Admin fee / account holder | $1,306 | $4,395-70.3% | $5,329-75.5% | $5,403-75.8% |