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 | $33,285 | $54,350-38.8% | $82,719-59.8% | $68,494-51.4% |
| Participation rate | 91.7% | 63.9%+27.7pp | 72.6%+19.1pp | 67.9%+23.8pp |
| Annual return | -19.40% | -13.67%-5.7pp | 701.18%-720.6pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,834 | $2,218-17.3% | $3,009-39.1% | $2,596-29.4% |
| Participant deferral / active EE | $1,834 | $3,246-43.5% | $4,395-58.3% | $4,027-54.5% |
| Admin fee / account holder | $13,556 | $4,395+208.4% | $5,329+154.4% | $5,403+150.9% |