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 7-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 | $23,142 | $22,714+1.9% | $59,496-61.1% | $55,191-58.1% |
| Participation rate | 72.7% | 37.5%+35.2pp | 54.6%+18.1pp | 69.2%+3.5pp |
| Annual return | 0.00% | -44.01%+44.0pp | 182.05%-182.0pp | 10.78%-10.8pp |
| Employer contribution / active EE | $682 | $418+63.3% | $1,153-40.8% | $1,899-64.1% |
| Participant deferral / active EE | $0 | $843-100.0% | $1,829-100.0% | $3,046-100.0% |
| Admin fee / account holder | $453 | $83+443.6% | $2,232-79.7% | $91+399.0% |