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 | $221,588 | $95,862+131.2% | $79,550+178.6% | $134,475+64.8% |
| Participation rate | 77.3% | 75.0%+2.2pp | 69.5%+7.8pp | 81.2%-3.9pp |
| Annual return | -19.29% | -2.69%-16.6pp | 0.16%-19.5pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,556 | $3,128-50.2% | $2,413-35.5% | $4,740-67.2% |
| Participant deferral / active EE | $6,411 | $4,693+36.6% | $3,985+60.9% | $6,400+0.2% |
| Admin fee / account holder | $435 | $9,126-95.2% | $6,832-93.6% | $11,426-96.2% |