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 | $115,232 | $54,229+112.5% | $70,092+64.4% | $68,494+68.2% |
| Participation rate | 82.5% | 64.5%+18.0pp | 70.5%+12.0pp | 67.9%+14.6pp |
| Annual return | -12.53% | -13.87%+1.3pp | 190.73%-203.3pp | -7.84%-4.7pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,607 | $2,956+191.2% | $3,849+123.6% | $4,027+113.7% |
| Admin fee / account holder | $3,471 | $4,694-26.1% | $6,267-44.6% | $5,403-35.8% |