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 | $15,531 | $152,509-89.8% | $117,472-86.8% | $134,475-88.5% |
| Participation rate | 95.2% | 77.1%+18.2pp | 70.6%+24.7pp | 81.2%+14.0pp |
| Annual return | -8.71% | 52.99%-61.7pp | 29.74%-38.4pp | 417.96%-426.7pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $653 | $4,818-86.5% | $4,070-84.0% | $6,400-89.8% |
| Admin fee / account holder | $2,920 | $7,004-58.3% | $5,645-48.3% | $11,426-74.4% |