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 | $197,724 | $71,883+175.1% | $86,677+128.1% | $68,494+188.7% |
| Participation rate | 80.4% | 72.2%+8.2pp | 76.6%+3.9pp | 67.9%+12.5pp |
| Annual return | -14.07% | 3.52%-17.6pp | 35.91%-50.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,857 | $3,779+81.5% | $4,656+47.3% | $4,027+70.3% |
| Admin fee / account holder | $3,034 | $6,112-50.4% | $7,493-59.5% | $5,403-43.8% |