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 | $150,642 | $73,867+103.9% | $143,757+4.8% | $68,494+119.9% |
| Participation rate | 92.9% | 66.7%+26.2pp | 80.3%+12.6pp | 67.9%+25.0pp |
| Annual return | -14.97% | 1.01%-16.0pp | -0.04%-14.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,362 | $3,384+58.4% | $5,637-4.9% | $4,027+33.1% |
| Admin fee / account holder | $881 | $5,755-84.7% | $14,673-94.0% | $5,403-83.7% |