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 | $57,997 | $54,350+6.7% | $82,719-29.9% | $68,494-15.3% |
| Participation rate | 80.8% | 63.9%+16.9pp | 72.6%+8.2pp | 67.9%+12.9pp |
| Annual return | -7.48% | -13.67%+6.2pp | 701.18%-708.7pp | -7.84%+0.4pp |
| Employer contribution / active EE | $1,725 | $2,218-22.2% | $3,009-42.7% | $2,596-33.6% |
| Participant deferral / active EE | $5,444 | $3,246+67.7% | $4,395+23.9% | $4,027+35.2% |
| Admin fee / account holder | $4,032 | $4,395-8.3% | $5,329-24.3% | $5,403-25.4% |