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 | $12,190 | $54,350-77.6% | $82,719-85.3% | $68,494-82.2% |
| Participation rate | 96.2% | 63.9%+32.2pp | 72.6%+23.6pp | 67.9%+28.3pp |
| Annual return | -15.47% | -13.67%-1.8pp | 701.18%-716.7pp | -7.84%-7.6pp |
| Employer contribution / active EE | $317 | $2,218-85.7% | $3,009-89.5% | $2,596-87.8% |
| Participant deferral / active EE | $1,673 | $3,246-48.4% | $4,395-61.9% | $4,027-58.4% |
| Admin fee / account holder | $452 | $4,395-89.7% | $5,329-91.5% | $5,403-91.6% |