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 | $193,079 | $95,862+101.4% | $79,550+142.7% | $134,475+43.6% |
| Participation rate | 77.8% | 75.0%+2.7pp | 69.5%+8.3pp | 81.2%-3.4pp |
| Annual return | -13.70% | -2.69%-11.0pp | 0.16%-13.9pp | 417.96%-431.7pp |
| Employer contribution / active EE | $551 | $3,128-82.4% | $2,413-77.2% | $4,740-88.4% |
| Participant deferral / active EE | $2,227 | $4,693-52.5% | $3,985-44.1% | $6,400-65.2% |
| Admin fee / account holder | $24,482 | $9,126+168.3% | $6,832+258.3% | $11,426+114.3% |