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 | $28,837 | $81,900-64.8% | $119,609-75.9% | $68,494-57.9% |
| Participation rate | 85.7% | 71.9%+13.8pp | 79.3%+6.5pp | 67.9%+17.8pp |
| Annual return | -18.56% | -23.82%+5.3pp | -14.97%-3.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $3,571 | $2,693+32.6% | $4,232-15.6% | $2,596+37.6% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,468 | $6,582-77.7% | $10,323-85.8% | $5,403-72.8% |