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 5-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 | $39,217 | $27,641+41.9% | $61,373-36.1% | $68,494-42.7% |
| Participation rate | 87.0% | 39.5%+47.5pp | 52.6%+34.5pp | 67.9%+19.1pp |
| Annual return | -16.11% | -13.24%-2.9pp | 338.61%-354.7pp | -7.84%-8.3pp |
| Employer contribution / active EE | $377 | $695-45.8% | $1,159-67.5% | $2,596-85.5% |
| Participant deferral / active EE | $2,367 | $1,263+87.4% | $2,125+11.4% | $4,027-41.2% |
| Admin fee / account holder | $14,743 | $2,010+633.5% | $2,130+592.2% | $5,403+172.9% |