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 | $24,254 | $82,664-70.7% | $125,339-80.6% | $68,494-64.6% |
| Participation rate | 98.4% | 75.0%+23.3pp | 82.4%+16.0pp | 67.9%+30.5pp |
| Annual return | -17.92% | -5.97%-11.9pp | 572.05%-590.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $3,369 | $3,381-0.4% | $4,814-30.0% | $2,596+29.7% |
| Participant deferral / active EE | $4,181 | $6,110-31.6% | $7,446-43.9% | $4,027+3.8% |
| Admin fee / account holder | $1,115 | $6,275-82.2% | $10,010-88.9% | $5,403-79.4% |