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 | $35,150 | $54,350-35.3% | $82,719-57.5% | $68,494-48.7% |
| Participation rate | 71.0% | 63.9%+7.1pp | 72.6%-1.6pp | 67.9%+3.1pp |
| Annual return | -15.55% | -13.67%-1.9pp | 701.18%-716.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,099 | $2,218-50.4% | $3,009-63.5% | $2,596-57.7% |
| Participant deferral / active EE | $2,979 | $3,246-8.2% | $4,395-32.2% | $4,027-26.0% |
| Admin fee / account holder | $15,601 | $4,395+254.9% | $5,329+192.8% | $5,403+188.8% |