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 | $77,573 | $54,350+42.7% | $82,719-6.2% | $68,494+13.3% |
| Participation rate | 93.3% | 63.9%+29.4pp | 72.6%+20.8pp | 67.9%+25.4pp |
| Annual return | -14.69% | -13.67%-1.0pp | 701.18%-715.9pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,249 | $2,218-43.7% | $3,009-58.5% | $2,596-51.9% |
| Participant deferral / active EE | $5,597 | $3,246+72.4% | $4,395+27.4% | $4,027+39.0% |
| Admin fee / account holder | $11,488 | $4,395+161.4% | $5,329+115.6% | $5,403+112.6% |