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 | $244,078 | $95,862+154.6% | $79,550+206.8% | $134,475+81.5% |
| Participation rate | 81.0% | 75.0%+5.9pp | 69.5%+11.5pp | 81.2%-0.3pp |
| Annual return | -14.72% | -2.69%-12.0pp | 0.16%-14.9pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,046 | $3,128-34.6% | $2,413-15.2% | $4,740-56.8% |
| Participant deferral / active EE | $6,075 | $4,693+29.5% | $3,985+52.5% | $6,400-5.1% |
| Admin fee / account holder | $28,659 | $9,126+214.0% | $6,832+319.5% | $11,426+150.8% |