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 | $41,870 | $54,350-23.0% | $82,719-49.4% | $68,494-38.9% |
| Participation rate | 74.2% | 63.9%+10.3pp | 72.6%+1.6pp | 67.9%+6.3pp |
| Annual return | -17.39% | -13.67%-3.7pp | 701.18%-718.6pp | -7.84%-9.5pp |
| Employer contribution / active EE | $269 | $2,218-87.9% | $3,009-91.1% | $2,596-89.7% |
| Participant deferral / active EE | $3,475 | $3,246+7.1% | $4,395-20.9% | $4,027-13.7% |
| Admin fee / account holder | $2,341 | $4,395-46.7% | $5,329-56.1% | $5,403-56.7% |