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 | $13,599 | $54,350-75.0% | $82,719-83.6% | $68,494-80.1% |
| Participation rate | 81.3% | 63.9%+17.3pp | 72.6%+8.7pp | 67.9%+13.4pp |
| Annual return | -15.35% | -13.67%-1.7pp | 701.18%-716.5pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,710 | $2,218-22.9% | $3,009-43.2% | $2,596-34.2% |
| Participant deferral / active EE | $2,223 | $3,246-31.5% | $4,395-49.4% | $4,027-44.8% |
| Admin fee / account holder | $4,726 | $4,395+7.5% | $5,329-11.3% | $5,403-12.5% |