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 | $22,741 | $27,641-17.7% | $61,373-62.9% | $68,494-66.8% |
| Participation rate | 94.1% | 39.5%+54.6pp | 52.6%+41.5pp | 67.9%+26.2pp |
| Annual return | -14.52% | -13.24%-1.3pp | 338.61%-353.1pp | -7.84%-6.7pp |
| Employer contribution / active EE | $953 | $695+37.0% | $1,159-17.8% | $2,596-63.3% |
| Participant deferral / active EE | $704 | $1,263-44.2% | $2,125-66.9% | $4,027-82.5% |
| Admin fee / account holder | $813 | $2,010-59.5% | $2,130-61.8% | $5,403-85.0% |