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 | $66,112 | $54,350+21.6% | $82,719-20.1% | $68,494-3.5% |
| Participation rate | 96.0% | 63.9%+32.1pp | 72.6%+23.4pp | 67.9%+28.1pp |
| Annual return | -15.47% | -13.67%-1.8pp | 701.18%-716.7pp | -7.84%-7.6pp |
| Employer contribution / active EE | $5,479 | $2,218+147.0% | $3,009+82.1% | $2,596+111.0% |
| Participant deferral / active EE | $6,089 | $3,246+87.6% | $4,395+38.5% | $4,027+51.2% |
| Admin fee / account holder | $24,284 | $4,395+452.5% | $5,329+355.7% | $5,403+349.5% |