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 | $19,063 | $54,350-64.9% | $82,719-77.0% | $68,494-72.2% |
| Participation rate | 90.3% | 63.9%+26.4pp | 72.6%+17.8pp | 67.9%+22.4pp |
| Annual return | -14.42% | -13.67%-0.7pp | 701.18%-715.6pp | -7.84%-6.6pp |
| Employer contribution / active EE | $785 | $2,218-64.6% | $3,009-73.9% | $2,596-69.8% |
| Participant deferral / active EE | $2,004 | $3,246-38.3% | $4,395-54.4% | $4,027-50.2% |
| Admin fee / account holder | $9,261 | $4,395+110.7% | $5,329+73.8% | $5,403+71.4% |