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 | $65,651 | $54,350+20.8% | $82,719-20.6% | $68,494-4.2% |
| Participation rate | 82.1% | 63.9%+18.1pp | 72.6%+9.5pp | 67.9%+14.2pp |
| Annual return | -8.12% | -13.67%+5.6pp | 701.18%-709.3pp | -7.84%-0.3pp |
| Employer contribution / active EE | $3,083 | $2,218+39.0% | $3,009+2.5% | $2,596+18.7% |
| Participant deferral / active EE | $3,918 | $3,246+20.7% | $4,395-10.8% | $4,027-2.7% |
| Admin fee / account holder | $13,896 | $4,395+216.1% | $5,329+160.8% | $5,403+157.2% |