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 | $23,784 | $54,350-56.2% | $82,719-71.2% | $68,494-65.3% |
| Participation rate | 70.6% | 63.9%+6.7pp | 72.6%-2.0pp | 67.9%+2.7pp |
| Annual return | -16.75% | -13.67%-3.1pp | 701.18%-717.9pp | -7.84%-8.9pp |
| Employer contribution / active EE | $5,009 | $2,218+125.8% | $3,009+66.5% | $2,596+92.9% |
| Participant deferral / active EE | $2,814 | $3,246-13.3% | $4,395-36.0% | $4,027-30.1% |
| Admin fee / account holder | $10,386 | $4,395+136.3% | $5,329+94.9% | $5,403+92.2% |