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 | $80,711 | $152,509-47.1% | $117,472-31.3% | $134,475-40.0% |
| Participation rate | 93.3% | 77.1%+16.2pp | 70.6%+22.7pp | 81.2%+12.1pp |
| Annual return | -7.23% | 52.99%-60.2pp | 29.74%-37.0pp | 417.96%-425.2pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,499 | $4,818-27.4% | $4,070-14.0% | $6,400-45.3% |
| Admin fee / account holder | $3,065 | $7,004-56.2% | $5,645-45.7% | $11,426-73.2% |