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 | $56,756 | $48,274+17.6% | $63,517-10.6% | $59,632-4.8% |
| Participation rate | 86.5% | 66.3%+20.2pp | 71.0%+15.5pp | 68.7%+17.9pp |
| Annual return | -1.19% | -240.79%+239.6pp | -70.30%+69.1pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $1,154 | $1,586-27.3% | $2,322-50.3% | $2,203-47.6% |
| Participant deferral / active EE | $5,194 | $2,343+121.7% | $2,953+75.9% | $3,192+62.7% |
| Admin fee / account holder | $779 | $3,600-78.4% | $5,892-86.8% | $4,297-81.9% |