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 | $31,311 | $54,350-42.4% | $82,719-62.1% | $68,494-54.3% |
| Participation rate | 79.4% | 63.9%+15.5pp | 72.6%+6.9pp | 67.9%+11.5pp |
| Annual return | -16.11% | -13.67%-2.4pp | 701.18%-717.3pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,954 | $2,218-11.9% | $3,009-35.1% | $2,596-24.7% |
| Participant deferral / active EE | $3,563 | $3,246+9.8% | $4,395-18.9% | $4,027-11.5% |
| Admin fee / account holder | $3,192 | $4,395-27.4% | $5,329-40.1% | $5,403-40.9% |