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 | $82,486 | $54,350+51.8% | $82,719-0.3% | $68,494+20.4% |
| Participation rate | 82.2% | 63.9%+18.3pp | 72.6%+9.7pp | 67.9%+14.3pp |
| Annual return | -6.91% | -13.67%+6.8pp | 701.18%-708.1pp | -7.84%+0.9pp |
| Employer contribution / active EE | $1,926 | $2,218-13.2% | $3,009-36.0% | $2,596-25.8% |
| Participant deferral / active EE | $3,649 | $3,246+12.4% | $4,395-17.0% | $4,027-9.4% |
| Admin fee / account holder | $6,982 | $4,395+58.8% | $5,329+31.0% | $5,403+29.2% |