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 | $57,095 | $54,229+5.3% | $70,092-18.5% | $68,494-16.6% |
| Participation rate | 98.8% | 64.5%+34.3pp | 70.5%+28.3pp | 67.9%+30.9pp |
| Annual return | -15.58% | -13.87%-1.7pp | 190.73%-206.3pp | -7.84%-7.7pp |
| Employer contribution / active EE | $4,539 | $2,018+124.9% | $2,559+77.4% | $2,596+74.8% |
| Participant deferral / active EE | $3,825 | $2,956+29.4% | $3,849-0.6% | $4,027-5.0% |
| Admin fee / account holder | $3,333 | $4,694-29.0% | $6,267-46.8% | $5,403-38.3% |