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 | $57,127 | $54,350+5.1% | $82,719-30.9% | $68,494-16.6% |
| Participation rate | 96.5% | 63.9%+32.6pp | 72.6%+23.9pp | 67.9%+28.6pp |
| Annual return | -13.58% | -13.67%+0.1pp | 701.18%-714.8pp | -7.84%-5.7pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,924 | $3,246+20.9% | $4,395-10.7% | $4,027-2.6% |
| Admin fee / account holder | $7,361 | $4,395+67.5% | $5,329+38.1% | $5,403+36.3% |