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 | $88,281 | $54,350+62.4% | $82,719+6.7% | $68,494+28.9% |
| Participation rate | 71.7% | 63.9%+7.8pp | 72.6%-0.8pp | 67.9%+3.9pp |
| Annual return | -18.40% | -13.67%-4.7pp | 701.18%-719.6pp | -7.84%-10.6pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,926 | $3,246+113.4% | $4,395+57.6% | $4,027+72.0% |
| Admin fee / account holder | $10,597 | $4,395+141.1% | $5,329+98.9% | $5,403+96.1% |