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 | $45,565 | $54,350-16.2% | $82,719-44.9% | $68,494-33.5% |
| Participation rate | 85.2% | 63.9%+21.3pp | 72.6%+12.7pp | 67.9%+17.3pp |
| Annual return | -17.90% | -13.67%-4.2pp | 701.18%-719.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | $422 | $2,218-81.0% | $3,009-86.0% | $2,596-83.7% |
| Participant deferral / active EE | $1,708 | $3,246-47.4% | $4,395-61.1% | $4,027-57.6% |
| Admin fee / account holder | $3,649 | $4,395-17.0% | $5,329-31.5% | $5,403-32.5% |