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 | $58,346 | $54,350+7.4% | $82,719-29.5% | $68,494-14.8% |
| Participation rate | 98.1% | 63.9%+34.2pp | 72.6%+25.5pp | 67.9%+30.2pp |
| Annual return | -14.71% | -13.67%-1.0pp | 701.18%-715.9pp | -7.84%-6.9pp |
| Employer contribution / active EE | $6,006 | $2,218+170.8% | $3,009+99.6% | $2,596+131.3% |
| Participant deferral / active EE | $3,736 | $3,246+15.1% | $4,395-15.0% | $4,027-7.2% |
| Admin fee / account holder | $9,471 | $4,395+115.5% | $5,329+77.7% | $5,403+75.3% |