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 | $63,583 | $54,350+17.0% | $82,719-23.1% | $68,494-7.2% |
| Participation rate | 76.9% | 63.9%+13.0pp | 72.6%+4.4pp | 67.9%+9.0pp |
| Annual return | -15.07% | -13.67%-1.4pp | 701.18%-716.2pp | -7.84%-7.2pp |
| Employer contribution / active EE | $451 | $2,218-79.7% | $3,009-85.0% | $2,596-82.6% |
| Participant deferral / active EE | $2,564 | $3,246-21.0% | $4,395-41.7% | $4,027-36.3% |
| Admin fee / account holder | $7,493 | $4,395+70.5% | $5,329+40.6% | $5,403+38.7% |