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 | $32,378 | $54,350-40.4% | $82,719-60.9% | $68,494-52.7% |
| Participation rate | 90.9% | 63.9%+27.0pp | 72.6%+18.4pp | 67.9%+23.0pp |
| Annual return | -15.68% | -13.67%-2.0pp | 701.18%-716.9pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,604 | $2,218-27.7% | $3,009-46.7% | $2,596-38.2% |
| Participant deferral / active EE | $2,171 | $3,246-33.1% | $4,395-50.6% | $4,027-46.1% |
| Admin fee / account holder | $1,547 | $4,395-64.8% | $5,329-71.0% | $5,403-71.4% |