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 | $68,618 | $54,350+26.3% | $82,719-17.0% | $68,494+0.2% |
| Participation rate | 97.4% | 63.9%+33.5pp | 72.6%+24.8pp | 67.9%+29.5pp |
| Annual return | -14.96% | -13.67%-1.3pp | 701.18%-716.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $677 | $2,218-69.5% | $3,009-77.5% | $2,596-73.9% |
| Participant deferral / active EE | $6,940 | $3,246+113.8% | $4,395+57.9% | $4,027+72.3% |
| Admin fee / account holder | $1,673 | $4,395-61.9% | $5,329-68.6% | $5,403-69.0% |