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 8-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 | $57,347 | $54,350+5.5% | $82,719-30.7% | $68,494-16.3% |
| Participation rate | 92.6% | 63.9%+28.7pp | 72.6%+20.1pp | 67.9%+24.8pp |
| Annual return | -10.49% | -13.67%+3.2pp | 701.18%-711.7pp | -7.84%-2.6pp |
| Employer contribution / active EE | $5,333 | $2,218+140.4% | $3,009+77.2% | $2,596+105.4% |
| Participant deferral / active EE | $5,411 | $3,246+66.7% | $4,395+23.1% | $4,027+34.4% |
| Admin fee / account holder | $1,526 | $4,395-65.3% | $5,329-71.4% | $5,403-71.8% |