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 | $24,236 | $54,350-55.4% | $82,719-70.7% | $68,494-64.6% |
| Participation rate | 86.2% | 63.9%+22.3pp | 72.6%+13.7pp | 67.9%+18.3pp |
| Annual return | -16.62% | -13.67%-2.9pp | 701.18%-717.8pp | -7.84%-8.8pp |
| Employer contribution / active EE | $813 | $2,218-63.3% | $3,009-73.0% | $2,596-68.7% |
| Participant deferral / active EE | $3,266 | $3,246+0.6% | $4,395-25.7% | $4,027-18.9% |
| Admin fee / account holder | $1,363 | $4,395-69.0% | $5,329-74.4% | $5,403-74.8% |