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 | $70,979 | $27,641+156.8% | $61,373+15.7% | $68,494+3.6% |
| Participation rate | 77.4% | 39.5%+37.9pp | 52.6%+24.9pp | 67.9%+9.5pp |
| Annual return | -16.52% | -13.24%-3.3pp | 338.61%-355.1pp | -7.84%-8.7pp |
| Employer contribution / active EE | $4,772 | $695+586.1% | $1,159+311.6% | $2,596+83.8% |
| Participant deferral / active EE | $3,440 | $1,263+172.3% | $2,125+61.9% | $4,027-14.6% |
| Admin fee / account holder | $913 | $2,010-54.6% | $2,130-57.1% | $5,403-83.1% |