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 | $19,231 | $82,664-76.7% | $125,339-84.7% | $68,494-71.9% |
| Participation rate | 89.6% | 75.0%+14.5pp | 82.4%+7.2pp | 67.9%+21.7pp |
| Annual return | -15.88% | -5.97%-9.9pp | 572.05%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $885 | $3,381-73.8% | $4,814-81.6% | $2,596-65.9% |
| Participant deferral / active EE | $3,399 | $6,110-44.4% | $7,446-54.3% | $4,027-15.6% |
| Admin fee / account holder | $6,236 | $6,275-0.6% | $10,010-37.7% | $5,403+15.4% |