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 | $81,969 | $54,350+50.8% | $82,719-0.9% | $68,494+19.7% |
| Participation rate | 83.3% | 63.9%+19.4pp | 72.6%+10.8pp | 67.9%+15.4pp |
| Annual return | -16.57% | -13.67%-2.9pp | 701.18%-717.7pp | -7.84%-8.7pp |
| Employer contribution / active EE | $5,321 | $2,218+139.9% | $3,009+76.9% | $2,596+105.0% |
| Participant deferral / active EE | $8,785 | $3,246+170.6% | $4,395+99.9% | $4,027+118.1% |
| Admin fee / account holder | $10,395 | $4,395+136.5% | $5,329+95.1% | $5,403+92.4% |