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 | $72,798 | $54,350+33.9% | $82,719-12.0% | $68,494+6.3% |
| Participation rate | 76.7% | 63.9%+12.7pp | 72.6%+4.1pp | 67.9%+8.8pp |
| Annual return | -14.06% | -13.67%-0.4pp | 701.18%-715.2pp | -7.84%-6.2pp |
| Employer contribution / active EE | $7,760 | $2,218+249.9% | $3,009+157.9% | $2,596+198.9% |
| Participant deferral / active EE | $4,719 | $3,246+45.4% | $4,395+7.4% | $4,027+17.2% |
| Admin fee / account holder | $13,061 | $4,395+197.1% | $5,329+145.1% | $5,403+141.7% |