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 | $134,486 | $99,032+35.8% | $80,019+68.1% | $135,375-0.7% |
| Participation rate | 86.4% | 78.4%+8.0pp | 75.8%+10.5pp | 82.6%+3.7pp |
| Annual return | -7.01% | 15.39%-22.4pp | 11.22%-18.2pp | 519.73%-526.7pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $10,631 | $4,282+148.3% | $3,686+188.4% | $5,609+89.5% |
| Admin fee / account holder | $3,556 | $10,436-65.9% | $6,521-45.5% | $10,827-67.2% |