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 | $67,902 | $54,350+24.9% | $82,719-17.9% | $68,494-0.9% |
| Participation rate | 82.5% | 63.9%+18.5pp | 72.6%+9.9pp | 67.9%+14.6pp |
| Annual return | -17.06% | -13.67%-3.4pp | 701.18%-718.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,156 | $2,218-47.9% | $3,009-61.6% | $2,596-55.5% |
| Participant deferral / active EE | $3,894 | $3,246+20.0% | $4,395-11.4% | $4,027-3.3% |
| Admin fee / account holder | $11,129 | $4,395+153.2% | $5,329+108.9% | $5,403+106.0% |