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 | $35,857 | $82,664-56.6% | $125,339-71.4% | $68,494-47.7% |
| Participation rate | 84.3% | 75.0%+9.3pp | 82.4%+1.9pp | 67.9%+16.4pp |
| Annual return | -16.77% | -5.97%-10.8pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,896 | $6,110+29.2% | $7,446+6.0% | $4,027+96.1% |
| Admin fee / account holder | $5,233 | $6,275-16.6% | $10,010-47.7% | $5,403-3.1% |