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 | $51,383 | $48,274+6.4% | $63,517-19.1% | $59,632-13.8% |
| Participation rate | 88.3% | 66.3%+22.0pp | 71.0%+17.3pp | 68.7%+19.6pp |
| Annual return | -0.03% | -240.79%+240.8pp | -70.30%+70.3pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,672 | $1,586+5.4% | $2,322-28.0% | $2,203-24.1% |
| Participant deferral / active EE | $2,806 | $2,343+19.8% | $2,953-5.0% | $3,192-12.1% |
| Admin fee / account holder | $2,585 | $3,600-28.2% | $5,892-56.1% | $4,297-39.8% |