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 | $244,945 | $95,862+155.5% | $79,550+207.9% | $134,475+82.1% |
| Participation rate | 70.0% | 75.0%-5.0pp | 69.5%+0.5pp | 81.2%-11.2pp |
| Annual return | -15.60% | -2.69%-12.9pp | 0.16%-15.8pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,155 | $3,128-63.1% | $2,413-52.1% | $4,740-75.6% |
| Participant deferral / active EE | $2,039 | $4,693-56.6% | $3,985-48.8% | $6,400-68.1% |
| Admin fee / account holder | $16,889 | $9,126+85.1% | $6,832+147.2% | $11,426+47.8% |