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 | $36,584 | $54,350-32.7% | $82,719-55.8% | $68,494-46.6% |
| Participation rate | 91.7% | 63.9%+27.7pp | 72.6%+19.1pp | 67.9%+23.8pp |
| Annual return | -14.56% | -13.67%-0.9pp | 701.18%-715.7pp | -7.84%-6.7pp |
| Employer contribution / active EE | $4,504 | $2,218+103.1% | $3,009+49.7% | $2,596+73.5% |
| Participant deferral / active EE | $3,239 | $3,246-0.2% | $4,395-26.3% | $4,027-19.6% |
| Admin fee / account holder | $17,967 | $4,395+308.8% | $5,329+237.2% | $5,403+232.6% |