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 | $215,478 | $84,402+155.3% | $61,373+251.1% | $134,475+60.2% |
| Participation rate | 71.4% | 62.2%+9.2pp | 52.6%+18.9pp | 81.2%-9.8pp |
| Annual return | -11.90% | 584.55%-596.5pp | 338.61%-350.5pp | 417.96%-429.9pp |
| Employer contribution / active EE | $568 | $1,544-63.2% | $1,159-51.0% | $4,740-88.0% |
| Participant deferral / active EE | $3,334 | $2,819+18.3% | $2,125+56.9% | $6,400-47.9% |
| Admin fee / account holder | $1,390 | $2,585-46.2% | $2,130-34.7% | $11,426-87.8% |