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 9-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 | $57,359 | $54,350+5.5% | $82,719-30.7% | $68,494-16.3% |
| Participation rate | 96.7% | 63.9%+32.7pp | 72.6%+24.1pp | 67.9%+28.8pp |
| Annual return | -10.63% | -13.67%+3.0pp | 701.18%-711.8pp | -7.84%-2.8pp |
| Employer contribution / active EE | $7,041 | $2,218+217.4% | $3,009+134.0% | $2,596+171.2% |
| Participant deferral / active EE | $7,318 | $3,246+125.4% | $4,395+66.5% | $4,027+81.7% |
| Admin fee / account holder | $8,802 | $4,395+100.3% | $5,329+65.2% | $5,403+62.9% |