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 6-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 | $15,956 | $54,350-70.6% | $82,719-80.7% | $68,494-76.7% |
| Participation rate | 98.8% | 63.9%+34.8pp | 72.6%+26.2pp | 67.9%+30.9pp |
| Annual return | -18.42% | -13.67%-4.8pp | 701.18%-719.6pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,134 | $2,218-48.9% | $3,009-62.3% | $2,596-56.3% |
| Participant deferral / active EE | $2,625 | $3,246-19.1% | $4,395-40.3% | $4,027-34.8% |
| Admin fee / account holder | $1,903 | $4,395-56.7% | $5,329-64.3% | $5,403-64.8% |