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 | $68,648 | $54,350+26.3% | $82,719-17.0% | $68,494+0.2% |
| Participation rate | 98.5% | 63.9%+34.6pp | 72.6%+26.0pp | 67.9%+30.6pp |
| Annual return | -14.93% | -13.67%-1.3pp | 701.18%-716.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $6,638 | $2,218+199.3% | $3,009+120.6% | $2,596+155.7% |
| Participant deferral / active EE | $1,648 | $3,246-49.2% | $4,395-62.5% | $4,027-59.1% |
| Admin fee / account holder | $3,746 | $4,395-14.8% | $5,329-29.7% | $5,403-30.7% |