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 | $62,016 | $84,487-26.6% | $125,339-50.5% | $66,914-7.3% |
| Participation rate | 94.3% | 76.4%+17.9pp | 82.4%+11.9pp | 69.8%+24.5pp |
| Annual return | -16.78% | -8.39%-8.4pp | 572.05%-588.8pp | 1.58%-18.4pp |
| Employer contribution / active EE | $3,867 | $3,553+8.9% | $4,814-19.7% | $2,544+52.0% |
| Participant deferral / active EE | $13,106 | $6,781+93.3% | $7,446+76.0% | $4,237+209.3% |
| Admin fee / account holder | $2,781 | $685+306.0% | $10,010-72.2% | $593+368.8% |