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 | $42,299 | $54,350-22.2% | $82,719-48.9% | $68,494-38.2% |
| Participation rate | 94.6% | 63.9%+30.7pp | 72.6%+22.0pp | 67.9%+26.7pp |
| Annual return | -17.97% | -13.67%-4.3pp | 701.18%-719.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | $503 | $2,218-77.3% | $3,009-83.3% | $2,596-80.6% |
| Participant deferral / active EE | $3,973 | $3,246+22.4% | $4,395-9.6% | $4,027-1.3% |
| Admin fee / account holder | $1,788 | $4,395-59.3% | $5,329-66.4% | $5,403-66.9% |