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 | $57,134 | $54,350+5.1% | $82,719-30.9% | $68,494-16.6% |
| Participation rate | 96.9% | 63.9%+33.0pp | 72.6%+24.3pp | 67.9%+29.0pp |
| Annual return | -17.97% | -13.67%-4.3pp | 701.18%-719.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | $8,045 | $2,218+262.7% | $3,009+167.4% | $2,596+209.9% |
| Participant deferral / active EE | $1,235 | $3,246-62.0% | $4,395-71.9% | $4,027-69.3% |
| Admin fee / account holder | $6,739 | $4,395+53.3% | $5,329+26.5% | $5,403+24.7% |