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 6-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 | $46,347 | $152,509-69.6% | $117,472-60.5% | $134,475-65.5% |
| Participation rate | 95.0% | 77.1%+17.9pp | 70.6%+24.4pp | 81.2%+13.8pp |
| Annual return | -15.55% | 52.99%-68.5pp | 29.74%-45.3pp | 417.96%-433.5pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $12,317 | $4,818+155.6% | $4,070+202.6% | $6,400+92.5% |
| Admin fee / account holder | $3,464 | $7,004-50.5% | $5,645-38.6% | $11,426-69.7% |