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 | $57,178 | $27,641+106.9% | $61,373-6.8% | $68,494-16.5% |
| Participation rate | 85.5% | 39.5%+46.0pp | 52.6%+32.9pp | 67.9%+17.6pp |
| Annual return | -9.61% | -13.24%+3.6pp | 338.61%-348.2pp | -7.84%-1.8pp |
| Employer contribution / active EE | $1,000 | $695+43.8% | $1,159-13.7% | $2,596-61.5% |
| Participant deferral / active EE | $627 | $1,263-50.4% | $2,125-70.5% | $4,027-84.4% |
| Admin fee / account holder | $4,042 | $2,010+101.1% | $2,130+89.8% | $5,403-25.2% |