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 | $2,985 | $27,641-89.2% | $61,373-95.1% | $68,494-95.6% |
| Participation rate | 96.4% | 39.5%+56.9pp | 52.6%+43.9pp | 67.9%+28.5pp |
| Annual return | -16.16% | -13.24%-2.9pp | 338.61%-354.8pp | -7.84%-8.3pp |
| Employer contribution / active EE | $366 | $695-47.4% | $1,159-68.4% | $2,596-85.9% |
| Participant deferral / active EE | $739 | $1,263-41.5% | $2,125-65.2% | $4,027-81.7% |
| Admin fee / account holder | $602 | $2,010-70.1% | $2,130-71.7% | $5,403-88.9% |