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 | $59,204 | $27,641+114.2% | $61,373-3.5% | $68,494-13.6% |
| Participation rate | 95.1% | 39.5%+55.6pp | 52.6%+42.5pp | 67.9%+27.2pp |
| Annual return | -17.50% | -13.24%-4.3pp | 338.61%-356.1pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,074 | $695+54.4% | $1,159-7.4% | $2,596-58.6% |
| Participant deferral / active EE | $4,765 | $1,263+277.2% | $2,125+124.2% | $4,027+18.3% |
| Admin fee / account holder | $6,779 | $2,010+237.3% | $2,130+218.3% | $5,403+25.5% |