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 | $154,851 | $77,813+99.0% | $123,544+25.3% | $64,186+141.3% |
| Participation rate | 94.0% | 74.7%+19.3pp | 82.3%+11.7pp | 69.6%+24.4pp |
| Annual return | -5.05% | 12.48%-17.5pp | 119.20%-124.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,028 | $5,240-42.2% | $6,426-52.9% | $3,470-12.7% |
| Admin fee / account holder | $1,782 | $5,519-67.7% | $9,284-80.8% | $4,888-63.5% |