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 | $39,245 | $54,350-27.8% | $82,719-52.6% | $68,494-42.7% |
| Participation rate | 71.9% | 63.9%+8.0pp | 72.6%-0.7pp | 67.9%+4.0pp |
| Annual return | -7.28% | -13.67%+6.4pp | 701.18%-708.5pp | -7.84%+0.6pp |
| Employer contribution / active EE | $1,964 | $2,218-11.5% | $3,009-34.7% | $2,596-24.4% |
| Participant deferral / active EE | $2,761 | $3,246-14.9% | $4,395-37.2% | $4,027-31.4% |
| Admin fee / account holder | $895 | $4,395-79.6% | $5,329-83.2% | $5,403-83.4% |