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 | $46,722 | $54,350-14.0% | $82,719-43.5% | $68,494-31.8% |
| Participation rate | 98.2% | 63.9%+34.3pp | 72.6%+25.6pp | 67.9%+30.3pp |
| Annual return | -18.89% | -13.67%-5.2pp | 701.18%-720.1pp | -7.84%-11.0pp |
| Employer contribution / active EE | $5,748 | $2,218+159.1% | $3,009+91.0% | $2,596+121.4% |
| Participant deferral / active EE | $7,959 | $3,246+145.2% | $4,395+81.1% | $4,027+97.6% |
| Admin fee / account holder | $4,764 | $4,395+8.4% | $5,329-10.6% | $5,403-11.8% |