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 | $59,856 | $54,350+10.1% | $82,719-27.6% | $68,494-12.6% |
| Participation rate | 90.7% | 63.9%+26.8pp | 72.6%+18.1pp | 67.9%+22.8pp |
| Annual return | -14.35% | -13.67%-0.7pp | 701.18%-715.5pp | -7.84%-6.5pp |
| Employer contribution / active EE | $3,333 | $2,218+50.3% | $3,009+10.8% | $2,596+28.4% |
| Participant deferral / active EE | $5,630 | $3,246+73.5% | $4,395+28.1% | $4,027+39.8% |
| Admin fee / account holder | $1,757 | $4,395-60.0% | $5,329-67.0% | $5,403-67.5% |