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 | $126,292 | $73,867+71.0% | $143,757-12.1% | $68,494+84.4% |
| Participation rate | 85.1% | 66.7%+18.5pp | 80.3%+4.8pp | 67.9%+17.2pp |
| Annual return | -17.07% | 1.01%-18.1pp | -0.04%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $14,677 | $3,384+333.7% | $5,637+160.4% | $4,027+264.4% |
| Admin fee / account holder | $6,681 | $5,755+16.1% | $14,673-54.5% | $5,403+23.7% |