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 | $68,351 | $54,350+25.8% | $82,719-17.4% | $68,494-0.2% |
| Participation rate | 88.1% | 63.9%+24.2pp | 72.6%+15.6pp | 67.9%+20.2pp |
| Annual return | -14.91% | -13.67%-1.2pp | 701.18%-716.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,995 | $2,218-10.0% | $3,009-33.7% | $2,596-23.2% |
| Participant deferral / active EE | $5,778 | $3,246+78.0% | $4,395+31.5% | $4,027+43.5% |
| Admin fee / account holder | $6,615 | $4,395+50.5% | $5,329+24.1% | $5,403+22.4% |