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 | $20,994 | $54,350-61.4% | $82,719-74.6% | $68,494-69.3% |
| Participation rate | 92.9% | 63.9%+28.9pp | 72.6%+20.3pp | 67.9%+25.0pp |
| Annual return | -17.77% | -13.67%-4.1pp | 701.18%-718.9pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,801 | $2,218-18.8% | $3,009-40.1% | $2,596-30.6% |
| Participant deferral / active EE | $3,022 | $3,246-6.9% | $4,395-31.2% | $4,027-25.0% |
| Admin fee / account holder | $1,065 | $4,395-75.8% | $5,329-80.0% | $5,403-80.3% |