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 | $54,245 | $54,350-0.2% | $82,719-34.4% | $68,494-20.8% |
| Participation rate | 71.9% | 63.9%+8.0pp | 72.6%-0.7pp | 67.9%+4.0pp |
| Annual return | -16.68% | -13.67%-3.0pp | 701.18%-717.9pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,169 | $2,218-2.2% | $3,009-27.9% | $2,596-16.5% |
| Participant deferral / active EE | $3,560 | $3,246+9.7% | $4,395-19.0% | $4,027-11.6% |
| Admin fee / account holder | $865 | $4,395-80.3% | $5,329-83.8% | $5,403-84.0% |