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 | $24,618 | $54,350-54.7% | $82,719-70.2% | $68,494-64.1% |
| Participation rate | 82.4% | 63.9%+18.4pp | 72.6%+9.8pp | 67.9%+14.5pp |
| Annual return | -18.98% | -13.67%-5.3pp | 701.18%-720.2pp | -7.84%-11.1pp |
| Employer contribution / active EE | $837 | $2,218-62.3% | $3,009-72.2% | $2,596-67.8% |
| Participant deferral / active EE | $4,401 | $3,246+35.6% | $4,395+0.1% | $4,027+9.3% |
| Admin fee / account holder | $2,028 | $4,395-53.9% | $5,329-61.9% | $5,403-62.5% |