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 | $80,401 | $71,883+11.8% | $86,677-7.2% | $68,494+17.4% |
| Participation rate | 96.2% | 72.2%+23.9pp | 76.6%+19.6pp | 67.9%+28.3pp |
| Annual return | -11.77% | 3.52%-15.3pp | 35.91%-47.7pp | -7.84%-3.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,487 | $3,779+18.7% | $4,656-3.6% | $4,027+11.4% |
| Admin fee / account holder | $12,250 | $6,112+100.4% | $7,493+63.5% | $5,403+126.7% |