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 | $210,057 | $93,024+125.8% | $77,024+172.7% | $134,475+56.2% |
| Participation rate | 84.6% | 74.5%+10.1pp | 67.9%+16.7pp | 81.2%+3.4pp |
| Annual return | -8.74% | 62.60%-71.3pp | 42.32%-51.1pp | 417.96%-426.7pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $8,883 | $5,238+69.6% | $4,426+100.7% | $6,400+38.8% |
| Admin fee / account holder | $103,598 | $6,944+1391.9% | $5,425+1809.5% | $11,426+806.7% |