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 | $11,878 | $54,350-78.1% | $82,719-85.6% | $68,494-82.7% |
| Participation rate | 79.3% | 63.9%+15.4pp | 72.6%+6.8pp | 67.9%+11.4pp |
| Annual return | -19.41% | -13.67%-5.7pp | 701.18%-720.6pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,375 | $2,218-38.0% | $3,009-54.3% | $2,596-47.0% |
| Participant deferral / active EE | $2,195 | $3,246-32.4% | $4,395-50.1% | $4,027-45.5% |
| Admin fee / account holder | $1,051 | $4,395-76.1% | $5,329-80.3% | $5,403-80.5% |