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 | $21,669 | $54,350-60.1% | $82,719-73.8% | $68,494-68.4% |
| Participation rate | 95.7% | 63.9%+31.7pp | 72.6%+23.1pp | 67.9%+27.8pp |
| Annual return | -10.58% | -13.67%+3.1pp | 701.18%-711.8pp | -7.84%-2.7pp |
| Employer contribution / active EE | $3,409 | $2,218+53.7% | $3,009+13.3% | $2,596+31.3% |
| Participant deferral / active EE | $3,072 | $3,246-5.4% | $4,395-30.1% | $4,027-23.7% |
| Admin fee / account holder | $1,238 | $4,395-71.8% | $5,329-76.8% | $5,403-77.1% |