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 | $21,678 | $54,350-60.1% | $82,719-73.8% | $68,494-68.4% |
| Participation rate | 98.8% | 63.9%+34.9pp | 72.6%+26.3pp | 67.9%+30.9pp |
| Annual return | -18.39% | -13.67%-4.7pp | 701.18%-719.6pp | -7.84%-10.5pp |
| Employer contribution / active EE | $542 | $2,218-75.6% | $3,009-82.0% | $2,596-79.1% |
| Participant deferral / active EE | $1,741 | $3,246-46.4% | $4,395-60.4% | $4,027-56.8% |
| Admin fee / account holder | $3,045 | $4,395-30.7% | $5,329-42.9% | $5,403-43.6% |