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 | $27,402 | $54,350-49.6% | $82,719-66.9% | $68,494-60.0% |
| Participation rate | 97.0% | 63.9%+33.1pp | 72.6%+24.4pp | 67.9%+29.1pp |
| Annual return | -16.00% | -13.67%-2.3pp | 701.18%-717.2pp | -7.84%-8.2pp |
| Employer contribution / active EE | $486 | $2,218-78.1% | $3,009-83.8% | $2,596-81.3% |
| Participant deferral / active EE | $2,852 | $3,246-12.1% | $4,395-35.1% | $4,027-29.2% |
| Admin fee / account holder | $445 | $4,395-89.9% | $5,329-91.6% | $5,403-91.8% |