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 | $54,720 | $54,350+0.7% | $82,719-33.8% | $68,494-20.1% |
| Participation rate | 89.6% | 63.9%+25.7pp | 72.6%+17.0pp | 67.9%+21.7pp |
| Annual return | -15.59% | -13.67%-1.9pp | 701.18%-716.8pp | -7.84%-7.7pp |
| Employer contribution / active EE | $4,177 | $2,218+88.3% | $3,009+38.8% | $2,596+60.9% |
| Participant deferral / active EE | $2,805 | $3,246-13.6% | $4,395-36.2% | $4,027-30.3% |
| Admin fee / account holder | $11,073 | $4,395+151.9% | $5,329+107.8% | $5,403+105.0% |