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 | $56,170 | $54,350+3.3% | $82,719-32.1% | $68,494-18.0% |
| Participation rate | 92.1% | 63.9%+28.2pp | 72.6%+19.6pp | 67.9%+24.2pp |
| Annual return | -18.64% | -13.67%-5.0pp | 701.18%-719.8pp | -7.84%-10.8pp |
| Employer contribution / active EE | $2,430 | $2,218+9.6% | $3,009-19.2% | $2,596-6.4% |
| Participant deferral / active EE | $2,657 | $3,246-18.2% | $4,395-39.6% | $4,027-34.0% |
| Admin fee / account holder | $12,131 | $4,395+176.0% | $5,329+127.6% | $5,403+124.5% |