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 | $71,220 | $69,010+3.2% | $159,960-55.5% | $68,494+4.0% |
| Participation rate | 93.5% | 65.4%+28.1pp | 78.0%+15.6pp | 67.9%+25.7pp |
| Annual return | -15.54% | -9.65%-5.9pp | 408.60%-424.1pp | -7.84%-7.7pp |
| Employer contribution / active EE | $839 | $2,213-62.1% | $4,226-80.1% | $2,596-67.7% |
| Participant deferral / active EE | $5,140 | $4,212+22.0% | $6,182-16.9% | $4,027+27.6% |
| Admin fee / account holder | $43,317 | $4,798+802.8% | $8,698+398.0% | $5,403+701.8% |