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 | $22,512 | $54,350-58.6% | $82,719-72.8% | $68,494-67.1% |
| Participation rate | 94.1% | 63.9%+30.2pp | 72.6%+21.6pp | 67.9%+26.2pp |
| Annual return | -9.90% | -13.67%+3.8pp | 701.18%-711.1pp | -7.84%-2.1pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,504 | $3,246-22.9% | $4,395-43.0% | $4,027-37.8% |
| Admin fee / account holder | $699 | $4,395-84.1% | $5,329-86.9% | $5,403-87.1% |