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 | $81,029 | $27,641+193.2% | $61,373+32.0% | $68,494+18.3% |
| Participation rate | 81.8% | 39.5%+42.3pp | 52.6%+29.2pp | 67.9%+13.9pp |
| Annual return | -16.94% | -13.24%-3.7pp | 338.61%-355.5pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,454 | $695+109.0% | $1,159+25.4% | $2,596-44.0% |
| Participant deferral / active EE | $4,419 | $1,263+249.8% | $2,125+108.0% | $4,027+9.7% |
| Admin fee / account holder | $5,410 | $2,010+169.2% | $2,130+154.0% | $5,403+0.1% |