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 | $50,566 | $54,350-7.0% | $82,719-38.9% | $68,494-26.2% |
| Participation rate | 79.5% | 63.9%+15.6pp | 72.6%+6.9pp | 67.9%+11.6pp |
| Annual return | -14.63% | -13.67%-1.0pp | 701.18%-715.8pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,569 | $2,218-29.3% | $3,009-47.9% | $2,596-39.6% |
| Participant deferral / active EE | $4,228 | $3,246+30.3% | $4,395-3.8% | $4,027+5.0% |
| Admin fee / account holder | $18,629 | $4,395+323.8% | $5,329+249.6% | $5,403+244.8% |