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 | $44,482 | $54,350-18.2% | $82,719-46.2% | $68,494-35.1% |
| Participation rate | 94.8% | 63.9%+30.9pp | 72.6%+22.3pp | 67.9%+26.9pp |
| Annual return | -14.87% | -13.67%-1.2pp | 701.18%-716.0pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,999 | $2,218-9.9% | $3,009-33.6% | $2,596-23.0% |
| Participant deferral / active EE | $2,753 | $3,246-15.2% | $4,395-37.3% | $4,027-31.6% |
| Admin fee / account holder | $412 | $4,395-90.6% | $5,329-92.3% | $5,403-92.4% |