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 4-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 | $187,341 | $105,860+77.0% | $90,749+106.4% | $134,475+39.3% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.7%+4.3pp | 81.2%-1.2pp |
| Annual return | -17.06% | -11.01%-6.1pp | -12.16%-4.9pp | 417.96%-435.0pp |
| Employer contribution / active EE | $5,709 | $3,462+64.9% | $2,921+95.4% | $4,740+20.4% |
| Participant deferral / active EE | $21,104 | $5,216+304.6% | $4,564+362.4% | $6,400+229.8% |
| Admin fee / account holder | $135,686 | $13,938+873.5% | $8,445+1506.8% | $11,426+1087.5% |