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 | $19,236 | $54,350-64.6% | $82,719-76.7% | $68,494-71.9% |
| Participation rate | 98.0% | 63.9%+34.1pp | 72.6%+25.5pp | 67.9%+30.2pp |
| Annual return | -15.32% | -13.67%-1.6pp | 701.18%-716.5pp | -7.84%-7.5pp |
| Employer contribution / active EE | $690 | $2,218-68.9% | $3,009-77.1% | $2,596-73.4% |
| Participant deferral / active EE | $4,187 | $3,246+29.0% | $4,395-4.7% | $4,027+4.0% |
| Admin fee / account holder | $8,069 | $4,395+83.6% | $5,329+51.4% | $5,403+49.4% |