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 | $68,462 | $54,350+26.0% | $82,719-17.2% | $68,4940% |
| Participation rate | 84.0% | 63.9%+20.1pp | 72.6%+11.4pp | 67.9%+16.1pp |
| Annual return | -14.38% | -13.67%-0.7pp | 701.18%-715.6pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,843 | $2,218-16.9% | $3,009-38.8% | $2,596-29.0% |
| Participant deferral / active EE | $9,862 | $3,246+203.8% | $4,395+124.4% | $4,027+144.9% |
| Admin fee / account holder | $16,632 | $4,395+278.4% | $5,329+212.1% | $5,403+207.9% |