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 | $94,613 | $54,350+74.1% | $82,719+14.4% | $68,494+38.1% |
| Participation rate | 97.1% | 63.9%+33.1pp | 72.6%+24.5pp | 67.9%+29.2pp |
| Annual return | -16.20% | -13.67%-2.5pp | 701.18%-717.4pp | -7.84%-8.4pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $16,699 | $3,246+414.4% | $4,395+280.0% | $4,027+314.7% |
| Admin fee / account holder | $11,444 | $4,395+160.4% | $5,329+114.8% | $5,403+111.8% |