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 | $26,237 | $54,350-51.7% | $82,719-68.3% | $68,494-61.7% |
| Participation rate | 76.1% | 63.9%+12.2pp | 72.6%+3.5pp | 67.9%+8.2pp |
| Annual return | -18.85% | -13.67%-5.2pp | 701.18%-720.0pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,136 | $2,218-48.8% | $3,009-62.2% | $2,596-56.2% |
| Participant deferral / active EE | $3,279 | $3,246+1.0% | $4,395-25.4% | $4,027-18.6% |
| Admin fee / account holder | $1,231 | $4,395-72.0% | $5,329-76.9% | $5,403-77.2% |