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 | $55,364 | $54,350+1.9% | $82,719-33.1% | $68,494-19.2% |
| Participation rate | 93.3% | 63.9%+29.4pp | 72.6%+20.8pp | 67.9%+25.4pp |
| Annual return | -18.54% | -13.67%-4.9pp | 701.18%-719.7pp | -7.84%-10.7pp |
| Employer contribution / active EE | $693 | $2,218-68.7% | $3,009-77.0% | $2,596-73.3% |
| Participant deferral / active EE | $3,719 | $3,246+14.6% | $4,395-15.4% | $4,027-7.6% |
| Admin fee / account holder | $509 | $4,395-88.4% | $5,329-90.5% | $5,403-90.6% |