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 | $155,421 | $82,664+88.0% | $125,339+24.0% | $68,494+126.9% |
| Participation rate | 81.1% | 75.0%+6.1pp | 82.4%-1.2pp | 67.9%+13.2pp |
| Annual return | -12.17% | -5.97%-6.2pp | 572.05%-584.2pp | -7.84%-4.3pp |
| Employer contribution / active EE | $854 | $3,381-74.7% | $4,814-82.3% | $2,596-67.1% |
| Participant deferral / active EE | $9,037 | $6,110+47.9% | $7,446+21.4% | $4,027+124.4% |
| Admin fee / account holder | $33,453 | $6,275+433.1% | $10,010+234.2% | $5,403+519.2% |