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 | $31,668 | $27,641+14.6% | $61,373-48.4% | $68,494-53.8% |
| Participation rate | 83.9% | 39.5%+44.4pp | 52.6%+31.3pp | 67.9%+16.0pp |
| Annual return | -14.56% | -13.24%-1.3pp | 338.61%-353.2pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,262 | $695+81.4% | $1,159+8.8% | $2,596-51.4% |
| Participant deferral / active EE | $2,212 | $1,263+75.1% | $2,125+4.1% | $4,027-45.1% |
| Admin fee / account holder | $3,361 | $2,010+67.2% | $2,130+57.8% | $5,403-37.8% |