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 | $110,724 | $84,487+31.1% | $125,339-11.7% | $66,914+65.5% |
| Participation rate | 91.7% | 76.4%+15.3pp | 82.4%+9.3pp | 69.8%+21.9pp |
| Annual return | -17.67% | -8.39%-9.3pp | 572.05%-589.7pp | 1.58%-19.3pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $9,300 | $6,781+37.1% | $7,446+24.9% | $4,237+119.5% |
| Admin fee / account holder | $1,418 | $685+107.0% | $10,010-85.8% | $593+139.0% |