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 | $173,329 | $59,107+193.2% | $86,436+100.5% | $68,494+153.1% |
| Participation rate | 90.0% | 75.2%+14.8pp | 80.3%+9.7pp | 67.9%+22.1pp |
| Annual return | -18.27% | -0.23%-18.0pp | 4394.89%-4413.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,120 | $5,901+105.4% | $6,952+74.4% | $4,027+201.0% |
| Admin fee / account holder | $5,554 | $5,637-1.5% | $6,731-17.5% | $5,403+2.8% |