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 | $58,747 | $54,350+8.1% | $82,719-29.0% | $68,494-14.2% |
| Participation rate | 80.0% | 63.9%+16.1pp | 72.6%+7.4pp | 67.9%+12.1pp |
| Annual return | -18.19% | -13.67%-4.5pp | 701.18%-719.4pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,471 | $2,218-33.7% | $3,009-51.1% | $2,596-43.3% |
| Participant deferral / active EE | $7,312 | $3,246+125.3% | $4,395+66.4% | $4,027+81.6% |
| Admin fee / account holder | $689 | $4,395-84.3% | $5,329-87.1% | $5,403-87.3% |