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 | $85,375 | $27,641+208.9% | $61,373+39.1% | $68,494+24.6% |
| Participation rate | 75.0% | 39.5%+35.5pp | 52.6%+22.4pp | 67.9%+7.1pp |
| Annual return | -13.55% | -13.24%-0.3pp | 338.61%-352.2pp | -7.84%-5.7pp |
| Employer contribution / active EE | $1,781 | $695+156.1% | $1,159+53.7% | $2,596-31.4% |
| Participant deferral / active EE | $3,465 | $1,263+174.3% | $2,125+63.1% | $4,027-14.0% |
| Admin fee / account holder | $8,272 | $2,010+311.6% | $2,130+288.4% | $5,403+53.1% |