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 | $66,715 | $54,350+22.8% | $82,719-19.3% | $68,494-2.6% |
| Participation rate | 80.6% | 63.9%+16.7pp | 72.6%+8.1pp | 67.9%+12.8pp |
| Annual return | -17.41% | -13.67%-3.7pp | 701.18%-718.6pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,769 | $2,218-20.3% | $3,009-41.2% | $2,596-31.9% |
| Participant deferral / active EE | $2,859 | $3,246-11.9% | $4,395-34.9% | $4,027-29.0% |
| Admin fee / account holder | $18,423 | $4,395+319.1% | $5,329+245.7% | $5,403+241.0% |