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 | $57,105 | $54,350+5.1% | $82,719-31.0% | $68,494-16.6% |
| Participation rate | 97.1% | 63.9%+33.1pp | 72.6%+24.5pp | 67.9%+29.2pp |
| Annual return | -15.18% | -13.67%-1.5pp | 701.18%-716.4pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,448 | $2,218-34.7% | $3,009-51.9% | $2,596-44.2% |
| Participant deferral / active EE | $5,323 | $3,246+64.0% | $4,395+21.1% | $4,027+32.2% |
| Admin fee / account holder | $548 | $4,395-87.5% | $5,329-89.7% | $5,403-89.9% |