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 | $66,278 | $69,010-4.0% | $159,960-58.6% | $68,494-3.2% |
| Participation rate | 80.0% | 65.4%+14.6pp | 78.0%+2.0pp | 67.9%+12.1pp |
| Annual return | -16.89% | -9.65%-7.2pp | 408.60%-425.5pp | -7.84%-9.0pp |
| Employer contribution / active EE | $6,149 | $2,213+177.8% | $4,226+45.5% | $2,596+136.8% |
| Participant deferral / active EE | $13,719 | $4,212+225.7% | $6,182+121.9% | $4,027+240.7% |
| Admin fee / account holder | $1,674 | $4,798-65.1% | $8,698-80.8% | $5,403-69.0% |