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 | $33,936 | $54,350-37.6% | $82,719-59.0% | $68,494-50.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -17.14% | -13.67%-3.5pp | 701.18%-718.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,920 | $2,218+31.6% | $3,009-3.0% | $2,596+12.5% |
| Participant deferral / active EE | $3,840 | $3,246+18.3% | $4,395-12.6% | $4,027-4.6% |
| Admin fee / account holder | $1,878 | $4,395-57.3% | $5,329-64.8% | $5,403-65.2% |